Burkart & Stevens Wealth Management fees and pricing

Published fees

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

Hourly rate

$250/hr

“Project Financial Planning fee is also available as an hourly rate between $250 per hour.”

Annual fee

$2,000⁠-⁠$20,000/yr

“The annual fee can range from $2,000.00 - $20,000.00, depending on complexity of the client’s situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Burkart & Stevens Wealth Management bills

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

• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”
• “Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee, payable each quarterly, in advance.”

How Burkart & Stevens Wealth Management’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.
• 1 of the 4 other planners in San Luis Obispo that publish an hourly rate charge less.
• Its annual fee of $2,000-$20,000 spans the California median of $6,250. 71% of the 224 other California planners that publish an annual fee charge less.

About Burkart & Stevens Wealth Management

• Principal: Cole A. Stevens
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

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

1.25% a year

Clients

38

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$7,963,789

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284575

Website

burkartcpa.com (opens in new tab)

Phone

(805) 543-6876

Other planners in San Luis Obispo that publish fees

• Aquila Wealth AdvisorsSan Luis ObispoUp to $36,000
• Cerro Pacific Wealth Advisors, LLCSan Luis Obispo$3,500
• Crew Wealth ManagementSan Luis Obispo$600/hr, $2,000⁠-⁠$3,300
• Elemental Wealth Advisors, LLCSan Luis Obispo$350/hr
• KMR Wealth Advisory, LLCSan Luis Obispo$125/hr, $500⁠-⁠$2,000
• Madanat Financial ServicesSan Luis Obispo$1,000⁠-⁠$2,000

Compare all 14 planners in San Luis Obispo