Compound Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$3,500

“AND CONSULTING Prospective clients requesting a comprehensive financial plan will pay a fee, depending on complexity, ranging from $2,500 to $3,500.”

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

How Compound Wealth Advisors bills

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

• “If termination of relationship is requested by the Client, a prorated final payment will be requested.”
• “The asset management fee is negotiable for clients whose assets under management are greater than $5,000,000.”
• “The monthly advisory fee for Held Away Assets will be billed in the arrears, as agreed upon by the Client, through a third party vendor.”

How Compound Wealth Advisors’ fees compare

• Its flat or project fee of $2,500-$3,500 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
• 21 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Compound Wealth Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2022 (4 years).

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

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$10,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288240

Website

compoundwealthadvisors.com (opens in new tab)

Phone

(858) 263-3207

Can advise clients in 3 states: California, Connecticut, Texas

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000
• 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

Compare all 130 planners in San Diego