Bamboo Wealth Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Fees may also be charged on an hourly basis at a rate ranging from $250 to $500 per hour.”

Flat or project fee

$1,500⁠-⁠$20,000

“The cost for financial planning services and/or providing ongoing financial planning advice for one year’s time is between $1,500 and $20,000.”

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

How Bamboo Wealth Strategies bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees for certain fee-based annuities are billed quarterly, at the end of the quarter.”
• “Fees are negotiable and are based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Bamboo Wealth Strategies’ fees compare

• Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• 54 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$20,000 spans the California median of $5,000. 82% of the 796 other California planners that publish a flat or project fee charge less.
• 56 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Bamboo Wealth Strategies

• Firm size: 8 employees.
• Credentials named in the brochure: CFP® and EA.
• Founded: 2013 (13 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

1.25% a year

Clients

229

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$235,695,335

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170093

Website

bamboowealthstrategies.com (opens in new tab)

Phone

(619) 289-9670

Can advise clients in 4 states: California, New Hampshire, Pennsylvania, Texas

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000
• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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