Christopher Weil & Co Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 24, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$10,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $250 to $10,000, depending on the specific arrangement reached with the client.”

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

How Christopher Weil & Co Inc bills

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

• “The initial fee is charged on the last business day of the quarter in which the combined value of the billed assets and/or Accounts(s) are transferred (Opening Date) and are based on the total value on that date.”
• “Thereafter, the quarterly fee will be based on the combined value of the billed assets on the last business day of each calendar quarter and will be due and payable on the first day of each quarter or when billed, whichever is later.”
• “If the client requests to be billed directly, an invoice will be provided, and a $25 billing fee may be added to the billed amount.”

How Christopher Weil & Co Inc’s fees compare

• Its flat or project fee of $250-$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.
• 33 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Christopher Weil & Co Inc

• Firm size: 16 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1992 (34 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

503

Employees

16

Works with

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

Services reported to regulators

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

Assets managed

$896,242,185

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

22090

Website

cweil.com (opens in new tab)

Phone

(858) 724-6040

Can advise clients in 12 states: Arizona, California, Colorado, Hawaii, Louisiana, Massachusetts, Nevada, New York, Oregon, Texas, Virginia, Washington

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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