Chimera Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$20,000

“The fixed rate for financial planning services is between $500 and $20,000.”

Monthly fee

$300/mo

“Clients have the option to be billed monthly or annually. 10 Timing of Fee Fee Annual $300 Monthly $35 Clients will also be responsible for any processing fees if applicable.”

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

How Chimera Wealth bills

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

• “For partial billing periods fees will be prorated based upon the number of days the account was open during the billing period.”
• “Clients may terminate the agreement without penalty and a full refund of CW’s fees within five business days of signing the Investment Advisory Contract.”
• “Existing clients will be “grandfathered,” as their assets will be billed under the fee schedule as stated in the last management agreement that they have signed.”

How Chimera Wealth’s fees compare

• Its flat or project fee of $500-$20,000 spans the California median of $5,000. 81% of the 796 other California planners that publish a flat or project fee charge less.

About Chimera Wealth

• Firm size: 2 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

45

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$16,708,407

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

311674

Website

chimerawealth.com (opens in new tab)

Phone

(707) 582-0007

Can advise clients in 2 states: California, 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

Compare all 1,914 planners in California