Brooker Wealth Management fees and pricing

Financial planner in Oakland, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 19, 2026, Brooker Wealth Management charges $200⁠-⁠$275 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$275/hr; “For its financial planning and other hourly consulting services, Brooker Wealth charges an hourly fee of between $200 and $275.”

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

“The management fee is billed quarterly, in advance, and prorated for accounts established or terminated at times other than the start of the quarter.”
“Clients are invoiced in advance at the beginning of each calendar quarter.”
“Administrative support fees are billed at $75 to $125 per hour.”

Its hourly rate of $200-$275 is below the California median of $300. 18% of the 932 other California planners that publish an hourly rate charge less.
2 of the 14 other planners in Oakland that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Minimum: $100,000 in assets (stated in brochure)
Clients: 45
Employees: 10
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $136,383,187
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 105437
Website: brooker-cpa.com/wealth-management (opens in new tab)
Phone: (510) 638-1815

Can advise clients in 3 states: California, Oregon, Texas

Is something on this page wrong or out of date?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.