Clutinger Williams & Verhoye Inc fees and pricing

Financial planner in San Diego, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 15, 2026, Clutinger Williams & Verhoye Inc charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The hourly rate for limited-scope engagements is $500 per hour.”

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

“Billing Investment management fees are billed quarterly, in advance, meaning that we invoice the client at the beginning of the three-month billing period.”
“Payment in full is expected upon invoice presentation.”
“The client can send a check directly to CWV or sign an authorization to have fees deducted from their account.”

Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
66 of the 73 other planners in San Diego that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 100
Employees: 3
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $190,196,744
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 111082
Website: cwvinvestmentadvisors.com (opens in new tab)
Phone: (619) 326-0900

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