Contango Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$325/hr

“The negotiated hourly fee for these services is between $250 and $325. 4 Clients may terminate the agreement without penalty, for full refund of CWM’s fees, within five business days of signing the Financial Planning Agreement.”

Flat or project fee

$750⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $750 and $5,000.”

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

How Contango Wealth Management LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CWM's fees within five business days of signing the Investment Advisory Contract.”
• “Under certain circumstances, fees may be invoiced and billed directly to the client.”

How Contango Wealth Management LLC’s fees compare

• Its hourly rate of $250-$325 spans the California median of $300. 40% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 14 other planners in Oakland that publish an hourly rate charge less.
• Its flat or project fee of $750-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 11 other planners in Oakland that publish a flat or project fee charge less.

About Contango Wealth Management LLC

• Firm size: 2 employees.
• Registered as an adviser: 2025.

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

1.25% a year

Clients

94

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$122,757,483

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

337757

Phone

(415) 794-1622

Can advise clients in 4 states: California, New Hampshire, New York, Washington

Other planners in Oakland that publish fees

• Brooker Wealth ManagementOakland$200⁠-⁠$275/hr
• Communitas Financial Planning PBCOakland$300/hr, $600⁠-⁠$6,000
• Ella Financial AdvisingOakland$400/hr, $10,000⁠-⁠$30,000
• Gibson Monroe Wealth AdvisorsOakland$5,000⁠-⁠$20,000
• Global Investment CompanyOakland$375/hr
• Greenbook FinancialOakland$500/hr, $4,000⁠-⁠$10,000

Compare all 24 planners in Oakland