Bourke Wealth Management fees and pricing
Financial planner in Santa Barbara, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 13, 2026, Bourke Wealth Management charges $350 an hour and a flat or project fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $50,000
“Flat fees will not exceed $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bourke Wealth Management bills
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 quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are negotiable and will be deducted from client account(s).”
How Bourke Wealth Management’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 4 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
- Its flat or project fee of $50,000 is above the California median of $5,000. 97% of the 796 other California planners that publish a flat or project fee charge less.
- 15 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.
About Bourke Wealth Management
- Principal: Kevin Bourke
- Firm size: 4 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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
- 1% a year
- Clients
- 96
- 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, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $141,443,457
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297957
- Phone
- (805) 966-2122
Can advise clients in 2 states: California, Maryland
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
- Castle Wealth PlanningSanta Barbara$250/hr, $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.