Corcoran Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$500⁠-⁠$1,000

“Services are offered based on a flat fee between $500 and $1,000.”

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

How Corcoran Wealth Management LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Corcoran Wealth Management LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Temecula that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,000 is below the California median of $5,000. 7% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 3 other planners in Temecula that publish a flat or project fee charge less.

About Corcoran Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

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

3% a year

Clients

50

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$3,542,120

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

162162

Website

cwmfamily.com (opens in new tab)

Phone

(951) 302-1000

Can advise clients in 2 states: Arizona, California

Other planners in Temecula that publish fees

• Amb Financial LLCTemecula$200/hr, $500⁠-⁠$5,000
• Bridger Financial Services, LLCTemecula$150/hr, $500⁠-⁠$2,500
• Cme Strategic Wealth ManagementTemecula$500⁠-⁠$3,000
• 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

Compare all 10 planners in Temecula