Bolt Wealth Management LLC fees and pricing
Financial planner in Clovis, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Bolt Wealth Management LLC charges $250 an hour and a quarterly fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our rate is $250 per hour; billed in hourly increments, and partial increments will be treated as a whole increment.”
- Quarterly fee
- $1,250/qtr
“We are paid a retainer (fixed) fee of $1,250 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bolt Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable, and we may waive our fees for our associates and their family members.”
- “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
- “No deposit is required; payment in full is required at delivery of our invoice which coincides with the presentation of your plan.”
How Bolt Wealth Management 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.
- None of the 2 other planners in Clovis that publish an hourly rate charge less.
About Bolt Wealth Management LLC
“We provide periodic educational workshops involving a broad range of planning and investing topics, and we are available to assist retirement plan sponsors.”
- Firm size: 4 employees.
- Credentials named in the brochure: EA and ChFC®.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
- Charitable giving
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
- 2.35% a year
- Clients
- 120
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $53,437,776
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288717
- Phone
- (559) 492-8676
Other planners in Clovis that publish fees
- Fallbrook FiClovis$250/hr, $5,000
- Integrated Planning & InvestmentsClovis$600-$10,000/yr
- SimplifiedfpClovis$300/hr, $1-$1,500
- 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
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.