Castle Coast Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Annual fee

$50,000/yr

“Our Financial Planning Services fees will never exceed $50,000 annually.”

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

How Castle Coast Wealth, LLC bills

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

• “Fees are billed monthly in arrears based on the average daily balance of the account(s) for the previous month.”
• “If a client opens a managed account during any month, the firm’s asset management fees will be prorated 4 Castle Coast Wealth, LLC.”
• “Fees are billed monthly and typically deducted from an asset management account managed by CCW, or may be paid by check.”

How Castle Coast Wealth, LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 7 of the 7 other planners in La Jolla that publish an hourly rate charge less.
• Its annual fee of $50,000 is above the California median of $6,250. 97% of the 224 other California planners that publish an annual fee charge less.
• 2 of the 2 other planners in La Jolla that publish an annual fee charge less.

About Castle Coast Wealth, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

288

Employees

6

Works with

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

Services reported to regulators

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

Assets managed

$423,691,740

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

298439

Website

castlecoastwealthllc.com (opens in new tab)

Phone

(858) 546-1247

Can advise clients in 8 states: Arizona, California, Idaho, North Carolina, Nebraska, Nevada, Oregon, Texas

Other planners in La Jolla that publish fees

• Canter WealthLa Jolla$7,500⁠-⁠$20,000, $1,875/qtr
• Carter Financial, LLCLa Jolla$350/hr, $1,500⁠-⁠$5,000
• 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

Compare all 15 planners in La Jolla