Cme Strategic Wealth Management fees and pricing
Financial planner in Temecula, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 9, 2026, Cme Strategic Wealth Management charges a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$3,000
“The fixed fees range from $500 to $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cme Strategic Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Adviser assesses a negotiable hourly rate of up to $200 an hour for consulting related financial planning services.”
- “Upon notice of termination the client will receive a prorated refund.”
- “For hourly financial planning services fees will be prorated based upon the number of hours that services were rendered.”
How Cme Strategic Wealth Management’s fees compare
- Its flat or project fee of $500-$3,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Temecula that publish a flat or project fee charge less.
About Cme Strategic Wealth Management
“Adviser offers clients financial planning services to evaluate their financial situation, goals and risk tolerance. Adviser may offer comprehensive planning services or the client may desire advice on certain planning components;”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Divorce
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 21
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $643,816
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282471
- Phone
- (951) 350-3670
Can advise clients in 3 states: Arizona, California, Louisiana
Other planners in Temecula that publish fees
- Amb Financial LLCTemecula$200/hr, $500-$5,000
- Bridger Financial Services, LLCTemecula$150/hr, $500-$2,500
- Corcoran Wealth Management LLCTemecula$250/hr, $500-$1,000
- 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
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.