Axxcess Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Hourly fees for AWM services range from $100 to $500 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Axxcess Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The wealth management fee and Customized Portfolio Platform in the first Billing Period of service are prorated from the inception date of the account[s] to the end of the Billing Period.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Use of Independent Managers – Sleeve Manager Strategy Services Sleeve manager strategy services are paid either monthly or quarterly, either in advance of or at the end of each calendar month or quarter, pursuant to the terms of the Client Services Agreement.”

How Axxcess Wealth Management, LLC’s fees compare

• Its hourly rate of $100-$500 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 10 of the 25 other planners in Carlsbad that publish an hourly rate charge less.

About Axxcess Wealth Management, LLC

• Firm size: 72 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

9,558

Employees

72

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, other investment advisers, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$8,878,796,013

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

164081

Website

axxcesswealth.com (opens in new tab)

Phone

(858) 217-5347

Can advise clients in 40 states: Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

Other planners in Carlsbad that publish fees

• 77 Financial GroupCarlsbad$2,000⁠-⁠$10,000
• Advisors Wealth Management, IncCarlsbad$225/hr
• Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
• Beacon Financial Management LLCCarlsbad$200/hr, $3,000
• Birchwood CapitalCarlsbad$350/hr
• Cornerstone Wealth Advisors, Inc.Carlsbad$250/hr, $10,000

Compare all 34 planners in Carlsbad