Convey Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500 per hour.”

Flat or project fee

$6,000⁠-⁠$100,000

“Fixed fee rates range between $6,000 to $100,000.”

Monthly fee

$500/mo

“Fees are paid monthly in arrears, at $500 per month.”

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

How Convey Wealth LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Convey Wealth LLC’s fees compare

• 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.
• Its flat or project fee of $6,000-$100,000 is above the California median of $5,000. 99% of the 796 other California planners that publish a flat or project fee charge less.

About Convey Wealth LLC

• Principal: William Nugent
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

57

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$51,685,465

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322622

Website

conveywealth.com (opens in new tab)

Phone

(310) 397-4373

Can advise clients in 2 states: California, Massachusetts

Other planners in Burbank that publish fees

• Lotus Oak Capital InstituteBurbank$1,500⁠-⁠$7,500, $12,125/qtr
• 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
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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