Circuit Wealth LLC fees and pricing

Financial planner in Burlingame, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Circuit Wealth LLC charges a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $2,500; “Ongoing Financial Planning CW collects an initial fee, no greater than $2,500.”

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

“Fees are negotiable and some fees may vary by Client for similar services.”
“The fee is based on a percentage of assets under management and is negotiable.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.

Principal: Simranjot Bachal
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFA.
Registered as an adviser: 2025.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $500,000 in assets (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $1,240,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 335718
Website: circuitwealth.com (opens in new tab)
Phone: (650) 220-7555

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.