Coulombe and Sons Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees for consultation services are offered for an hourly fee of $250 per hour.”

Flat or project fee

$2,500⁠-⁠$6,500

“Fees for a full financial plan are offered on a flat fee basis ranging from $2,500 - $6,500.”

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

How Coulombe and Sons Wealth Management bills

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

• “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
• “Determine the monthly fee: $5,963.43/12 (P)=$496.95 The annual fee is negotiable.”
• “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”

How Coulombe and Sons Wealth Management’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.
• 1 of the 3 other planners in Woodland Hills that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$6,500 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Woodland Hills that publish a flat or project fee charge less.

About Coulombe and Sons Wealth Management

• Principal: Andre Coulombe
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

10

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$5,335,914

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328371

Website

coulombeandsons.com (opens in new tab)

Phone

(818) 485-2335

Other planners in Woodland Hills that publish fees

• Hesen & HaslamWoodland Hills$350/hr, $10,000
• Mullaney Financial & Tax, Inc.Woodland Hills$7,800
• Oder Investment Management, LLCWoodland Hills$200/hr, $1,000⁠-⁠$5,000
• Pacific Oak Financial Planning LLCWoodland Hills$3,000⁠-⁠$12,500, $1,500⁠-⁠$6,250/qtr
• Paragon Financial PartnersWoodland Hills$3,500⁠-⁠$100,000
• R-Tech Advisors, Inc.Woodland Hills$2,500⁠-⁠$25,000/yr

Compare all 14 planners in Woodland Hills