Corinthian Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“Hourly rates vary from $300 to $500 and may be billed monthly, or upon completion.”

Flat or project fee

$3,000⁠-⁠$12,000

“Fees for such services typically range from $3,000-$12,000 per plan as contracted for with clients in advance.”

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

How Corinthian Wealth Management bills

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

• “Fees are paid either monthly or quarterly in advance.”
• “Client may terminate the Agreement within five (5) business days of signing this Agreement, without penalty, and with full refund.”
• “If fees are charged in advance after five days, fees will be charged based on the value of the account on the last business day of the prior month or quarter, respectively.”

How Corinthian Wealth Management’s fees compare

• Its hourly rate of $300-$500 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 11 of the 17 other planners in San Jose that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$12,000 spans the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.
• 11 of the 15 other planners in San Jose that publish a flat or project fee charge less.

About Corinthian Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 2026.

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

Clients

189

Employees

3

Works with

Individuals

Services reported to regulators

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

Assets managed

$131,665,540

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312196

Website

linkedin.com/company/corinthian-wealth-management (opens in new tab)

Phone

(408) 995-0915

Other planners in San Jose that publish fees

• Align Wealth Management, LLCSan Jose$300⁠-⁠$800/hr, Up to $50,000
• Amaral Financial PlanningSan Jose$500/hr
• Arena Advisors LLCSan Jose$250⁠-⁠$5,000
• Brightplan LLCSan Jose$20/mo
• Chief Capital Management, IncSan Jose$200/hr
• Concentrum Wealth ManagementSan Jose$350/hr, $2,000⁠-⁠$30,000

Compare all 33 planners in San Jose