Chokshi & Queen Wealth Advisors fees and pricing

Published fees

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

Flat or project fee

$500⁠-⁠$10,000

“Flat fees range from $500 to $10,000.”

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

How Chokshi & Queen Wealth Advisors bills

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

• “Annualized fees are billed on a prorata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Our firm bills on cash unless otherwise indicated in writing.”

How Chokshi & Queen Wealth Advisors’ fees compare

• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 34 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Chokshi & Queen Wealth Advisors

• Firm size: 4 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

678

Employees

4

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$263,303,670

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

313833

Website

financialplanningsd.com (opens in new tab)

Phone

(858) 550-0030

Can advise clients in 6 states: California, Florida, Louisiana, Massachusetts, Nevada, Texas

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
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• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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