Canter Wealth fees and pricing
Financial planner in La Jolla, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 30, 2026, Canter Wealth charges a flat or project fee of $7,500-$20,000, a quarterly fee of $1,875, and an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,500-$20,000
“Typically, personalized financial planning and consulting services are available on a stand-alone, separatefee basis, with a fixed project fee of $7,500-$20,000, based on the engagement's complexity and scope, and agreed upon before services are provided.”
- Quarterly fee
- $1,875/qtr
“For accounts falling below $750,000, we reserve the right to assess a minimum quarterly fee of $1,875.”
- Annual fee
- $7,500/yr
“Canter Wealth charges a fixed and/or hourly fee for these services, with a minimum annual fee of $7,500, amortized and billed quarterly.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Canter Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning engagements terminate upon delivery of the written plan unless the client has engaged Canter Wealth for ongoing planning services.”
- “Updates to financial plans may be subject to our then-current hourly rate, which the client must approve in writing and in advance of the update.”
- “If the client executes their Agreement after the first day of the calendar quarter, the advisory fee will be prorated for the remainder of the quarter.”
How Canter Wealth’s fees compare
- Its flat or project fee of $7,500-$20,000 is above the California median of $5,000. 88% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 5 other planners in La Jolla that publish a flat or project fee charge less.
- Its annual fee of $7,500 is above the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.
- 1 of the 2 other planners in La Jolla that publish an annual fee charge less.
About Canter Wealth
- Firm size: 12 employees.
- Registered as an adviser: 2019 (7 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
- 1% a year
- Clients
- 278
- Employees
- 12
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $386,473,556
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167828
- Phone
- (858) 812-7550
Can advise clients in 6 states: California, Louisiana, Nebraska, New Hampshire, Oregon, Texas
Other planners in La Jolla that publish fees
- Carter Financial, LLCLa Jolla$350/hr, $1,500-$5,000
- Castle Coast Wealth, LLCLa Jolla$500/hr, $50,000/yr
- Coastwise Capital Group, LLCLa Jolla$250/hr
- Financial Alternatives, Inc.La Jolla$300/hr
- Hamilton Manor & AssociatesLa Jolla$250/hr, $200-$15,000
- Holland Strategic Wealth Advisors LLCLa Jolla$400/hr, Up to $5,000
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.