Cavu Wealth Advisors, LLC fees and pricing
Financial planner in Walnut Creek, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 4, 2026, Cavu Wealth Advisors, LLC charges $450 an hour and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Occasionally CAVU may also contract with non-clients to provide specialized financial planning, consulting or advisory services at a rate of $450 per hour.”
- Annual fee
- $10,000/yr
“Our minimum annual fee is $10,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cavu Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Occasionally, CAVU will accept fees in the form of check or credit card payment.”
- “Our fee will be prorated, and any unearned fees will be refunded to the client.”
- “All hourly fees are billed in arrears for work provided.”
How Cavu Wealth Advisors, LLC’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.
- 8 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
- Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
- 3 of the 3 other planners in Walnut Creek that publish an annual fee charge less.
About Cavu Wealth Advisors, LLC
“Wealth Advisors, LLC (CAVU) is a Registered Investment Advisor that provides two major types of services: (1) investment management and (2) financial planning. For most clients we bundle both services together to provide a comprehensive wealth management service for clients.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
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
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 81
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $171,550,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340677
- Phone
- (925) 289-9902
Can advise clients in 3 states: California, Texas, Virginia
Other planners in Walnut Creek that publish fees
- Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000-$15,000
- Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100-$2,000
- Burton Enright WelchWalnut Creek$350/hr, $2,500-$10,000
- Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
- Dawson Investment ManagementWalnut Creek$1,000/hr
- Dhamma CapitalWalnut Creek$500/hr, $1,500-$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.