CBL Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Our hourly fees range from $150 to $350 for financial advice/consultation.”

Flat or project fee

$350

“The minimum fee for financial planning will be $350.”

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

How CBL Wealth Management bills

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

• “We must disclose if client’s advisory fees are due quarterly in advance.”
• “Explain how a client may obtain a refund of a pre-paid fee if the advisory contract is terminated before the end of the billing period.”
• “Explain how you will determine the amount of the refund.”

How CBL Wealth Management’s fees compare

• Its hourly rate of $150-$350 spans the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $350 is below the California median of $5,000. 2% of the 796 other California planners that publish a flat or project fee charge less.

About CBL Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 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

1.5% a year

Clients

66

Employees

1

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, pension consulting, and educational seminars and workshops

Assets managed

$39,478,168

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289564

Website

cblwealthmanagement.com (opens in new tab)

Phone

(760) 214-9146

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

Compare all 1,914 planners in California