Cavu Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“CAVU Wealth Management's rate is $200 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“Financial Planning fees generally range from $1,500 - $5,000 but may be negotiable in certain cases.”

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

How Cavu Wealth Management bills

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

• “The fee is prorated based upon the number of days the account is open during the partial quarter or month.”
• “However, advisory fees may be billed directly to the client if requested in writing by the client.”
• “If you request to be billed directly by us, you must pay the full amount of the fees within 30 days of receiving our bill.”

How Cavu Wealth Management’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.

About Cavu Wealth Management

• Firm size: 7 employees.
• Founded: 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

1.5% a year

Clients

347

Employees

7

Works with

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

Services reported to regulators

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

Assets managed

$208,760,964

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

299089

Website

cavuwealthmanagement.com (opens in new tab)

Phone

(858) 360-7800

Can advise clients in 9 states: Arizona, California, Florida, Hawaii, Idaho, Montana, Oregon, Texas, Washington

Other planners in California that publish fees

• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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