Caregen Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Our financial planning services may be paid hourly at a rate of $450 per hour.”

Quarterly fee

$900⁠-⁠$10,000/qtr

“Ongoing Financial Planning Ongoing financial planning consists of an ongoing quarterly fee paid in advance, ranging between $900 $10,000 based on complexity and needs of the client.”

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

How Caregen Wealth Management bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “The fee may be negotiable in certain cases.”
• “Fees for the first two hours of the engagement will be due up front, and then clients will pay the cumulative hourly fees quarterly in arrears based on time completed throughout the engagement.”

How Caregen Wealth Management’s fees compare

• Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 11 other planners in San Mateo that publish an hourly rate charge less.

About Caregen Wealth Management

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

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

3% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

51

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$109,926,074

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

315313

Website

caregenwealth.com (opens in new tab)

Phone

(650) 288-3060

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
• Bucher Wealth AdvisorsSan Mateo$2,500
• Chen Financial Group, LLCSan Mateo$300⁠-⁠$500/hr, $4,500⁠-⁠$15,000

Compare all 22 planners in San Mateo