Bixy Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Project-Based Financial Planning BW charges an hourly fee for Project-Based Financial Planning, at a rate of $250 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range between $1,000 to $10,000, paid in advance.”

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

How Bixy Wealth LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are paid quarterly in advance, ranging from $2,000 to $5,000.”

How Bixy Wealth LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 11 other planners in San Mateo that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 6 of the 10 other planners in San Mateo that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Bixy Wealth LLC

• Principal: James Wang
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334951

Website

bixywealth.com (opens in new tab)

Phone

(224) 587-0063

Other planners in San Mateo that publish fees

• Balopole Investment Management CorporationSan Mateo$150/hr
• Banyan Lake Capital LLCSan Mateo$225/hr
• Barson Financial PlanningSan Mateo$500⁠-⁠$5,000
• Bucher Wealth AdvisorsSan Mateo$2,500
• Caregen Wealth ManagementSan Mateo$450/hr, $900⁠-⁠$10,000/qtr
• Chen Financial Group, LLCSan Mateo$300⁠-⁠$500/hr, $4,500⁠-⁠$15,000

Compare all 22 planners in San Mateo