Commonwealth Family Office fees
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 30, 2026, Commonwealth Family Office (Newport Beach, CA) charges up to $500 an hour for financial planning.
- Website: commonwealthfamilyoffice.com (opens in new tab)
- Call (949) 312-1882
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Newport Beach median is $350. Can go up to $500; the California median is $300.
“Commonwealth Family Office offers financial planning services at an hourly rate ranging up to $500 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Commonwealth Family Office bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Fees may be billed monthly or quarterly (“Billing Period”) in advance or arrears pursuant to the terms of the retirement plan advisory agreement.”
About Commonwealth Family Office
“Wealth Management Services Commonwealth Family Office provides customized wealth management services for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management services and a broad range of comprehensive financial planning.”
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 30, 2026
- CRD number
- 338805 (opens in new tab)
- Phone
- (949) 312-1882
Other planners in Newport Beach that publish fees
- Tarbox Family Office, Inc.Newport BeachHourly $175-$600/hr, Flat $5,000-$20,000
- Tate Capital GroupNewport BeachFlat $100-$10,000
- Nollenberger McCullough Investment Advisors LLCNewport BeachHourly $400/hr, Flat $2,000-$5,000
- Family Wealth Strategists, LLCNewport BeachHourly up to $400/hr
- Scott Anderson Financial, Inc.Newport BeachHourly $150-$250/hr
- Sound Investment Management, LLCNewport BeachHourly $350/hr, Flat $3,000-$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.