Beyond Wealth Advisory LLC fees and pricing

Financial planner in South San Francisco, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, Beyond Wealth Advisory LLC charges $600 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $600/hr; “The maximum hourly fee to be charged will not exceed $600.”

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

“Our firm bills on cash unless indicated otherwise in writing.”
“Annualized fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous month.”
“Fees are negotiable and will be deducted from client account(s).”

Its hourly rate of $600 is above the California median of $300. 95% of the 932 other California planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 85
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $74,816,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 326675
Website: beyondwealthadvisory.com (opens in new tab)
Phone: (650) 300-2089

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