PlannerFees

Blue Summit Wealth Management fees

Financial planner in San Diego, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 14, 2026, Blue Summit Wealth Management (San Diego, CA) charges $275 an hour and a flat or project fee from $3,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change.

Hourly rate
$275/hr

Matches the San Diego median of $275; 50% of the 40 other planners in San Diego that publish an hourly rate charge less. Below the California median of $300; 39% of the 524 other planners in California charge less.

“Blue Summit Wealth Management may calculate its fee for financial planning services on an hourly basis at $275 per hour or as a fixed fee to be agreed upon with the client in a written agreement before work is performed.”
Flat or project fee
From $3,500

Starts at $3,500; the San Diego median is $5,750. Starts at $3,500; the California median is $5,000.

“Fixed fees normally range from $3,500 to over $10,000 depending upon the complexity of the engagement.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
None stated in the brochure
Team size
2 employees

How Blue Summit Wealth Management bills

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

  • “If the management agreement does not span the entire quarterly billing period, the fee will be prorated based on the number of days the account is open during the billing period.”
  • “Our advisory fee is negotiable, depending on individual client circumstances.”
  • “Depending on client's situation and needs, fees may be negotiable.”

About Blue Summit Wealth Management

“We offer financial planning services which typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
From the firm's description of its advisory business in its Form ADV brochure.

Planning areas mentioned in the brochure

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

Firm details from Form ADV

How the firm is paid
Hourly fees, flat or fixed fees, and a percentage of assets under management
Clients
228
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$211 million
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported on Form ADV as of July 10, 2026
CRD number
148782 (opens in new tab)
Website
bluesummitwealth.com (opens in new tab)
Phone
(619) 698-4330

Registered or notice filed in 2 states: California, Texas

Other planners in San Diego that publish fees

Compare all 83 planners in San Diego

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