Babylon Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly rate for creating client financial plans and investment consulting is $300/hour.”

Flat or project fee

$2,000⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans ranges from $2,000 to $15,000.”

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

How Babylon Wealth Management LLC bills

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

• “These fees are generally negotiable and the final fee schedule is included in the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of Babylon WM's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule is included in the pension consulting agreement.”

How Babylon Wealth Management LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$15,000 spans the California median of $5,000. 75% of the 796 other California planners that publish a flat or project fee charge less.
• 9 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.

About Babylon Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

45

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$35,817,028

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283309

Website

babylonwealth.com (opens in new tab)

Phone

(925) 448-9880

Other planners in Walnut Creek that publish fees

• Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100⁠-⁠$2,000
• Burton Enright WelchWalnut Creek$350/hr, $2,500⁠-⁠$10,000
• Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr
• Dhamma CapitalWalnut Creek$500/hr, $1,500⁠-⁠$5,000

Compare all 39 planners in Walnut Creek