Balboa Wealth Partners, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$10,000

“Fixed fees range from $750 to $10,000.”

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

How Balboa Wealth Partners, Inc. bills

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

• “Fees for Advisory Services Comprehensive Portfolio Management Comprehensive portfolio management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Asset Management Services Asset management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”

How Balboa Wealth Partners, Inc.’s fees compare

• Its flat or project fee of $750-$10,000 spans the Arizona median of $3,100. 66% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 31 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Balboa Wealth Partners, Inc.

• Firm size: 37 employees.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, subscription fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2.3% a year

Clients

1,084

Employees

37

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$1,070,330,403

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282329

Website

twitter.com/jgil95 (opens in new tab)

Phone

(480) 801-5010

Can advise clients in 17 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Nebraska, New Jersey, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington

Other planners in Scottsdale that publish fees

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• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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