Blue Canyon Wealth fees and pricing
Financial planner in South Pasadena, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Blue Canyon Wealth charges a flat or project fee of $50-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $50-$1,500
“Page 6 of 19 Financial Planning Fees Blue Canyon Wealth may provide standalone financial planning services at a fixed fee negotiated with each client, ranging from $50 to $1,500 depending on scope.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blue Canyon Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are assessed quarterly, either in advance or in arrears, depending on the terms of each client's Investment Advisory Agreement.”
- “Fees assessed in arrears are based on account value on the last business day of the prior billing period.”
- “Fees assessed in advance are based on account value on the first business day of the new billing period.”
How Blue Canyon Wealth’s fees compare
- Its flat or project fee of $50-$1,500 is below the California median of $5,000. 8% of the 796 other California planners that publish a flat or project fee charge less.
About Blue Canyon Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 43
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $2,876,711
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292525
- Phone
- (626) 441-2284
Other planners in South Pasadena that publish fees
- Pih Investments, LLCSouth Pasadena$240/hr, $960-$3,500
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.