Carey Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly fee to be charged will not exceed $350.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees generally range from $1,500 to $10,000.”

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

How Carey Wealth Management bills

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

• “Our firm’s annualized fees are billed on a pro-rata basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from your account.”
• “Services are billed as a percentage of Plan assets under management.”

How Carey Wealth Management’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 7 other planners in San Ramon that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in San Ramon that publish a flat or project fee charge less.

About Carey Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 2022 (4 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% a year

Clients

98

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$222,818,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173885

Website

facebook.com/careywealth (opens in new tab)

Phone

(925) 406-4186

Can advise clients in 2 states: California, Texas

Other planners in San Ramon that publish fees

• California Financial AdvisorsSan Ramon$150⁠-⁠$450/hr
• Certified Planners, Inc.San Ramon$300/hr
• Fairway Asset Management, Inc.San Ramon$275/hr, $2,500⁠-⁠$15,000
• Giving Tree Wealth AdvisorsSan Ramon$400/hr
• Insight Wealth Strategies, LLCSan Ramon$500/hr, $50,000
• Inversewealth LLCSan Ramon$2,500⁠-⁠$15,000, $5,000⁠-⁠$20,000/yr

Compare all 16 planners in San Ramon