Bucher Wealth Advisors fees and pricing
Financial planner in San Mateo, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 28, 2026, Bucher Wealth Advisors charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“Flat fees will not exceed $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bucher Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless otherwise indicated 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 Bucher Wealth Advisors’ fees compare
- Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 10 other planners in San Mateo that publish a flat or project fee charge less.
About Bucher Wealth Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
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
- 0.25% a year
- Clients
- 60
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $146,886,515
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154878
- Phone
- (650) 286-9606
Can advise clients in 2 states: California, Texas
Other planners in San Mateo that publish fees
- Balopole Investment Management CorporationSan Mateo$150/hr
- Banyan Lake Capital LLCSan Mateo$225/hr
- Barson Financial PlanningSan Mateo$500-$5,000
- Bixy Wealth LLCSan Mateo$250/hr, $1,000-$10,000
- Caregen Wealth ManagementSan Mateo$450/hr, $900-$10,000/qtr
- Chen Financial Group, LLCSan Mateo$300-$500/hr, $4,500-$15,000
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.