Crew Wealth Management fees and pricing
Financial planner in San Luis Obispo, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Crew Wealth Management charges $600 an hour and a flat or project fee of $2,000-$3,300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $600/hr
“Our hourly fee is $600.”
- Flat or project fee
- $2,000-$3,300
“The Adviser charges clients a fixed fee of $3,300 for the Total Wealth Plan services, and $2,000 for Focus Plan services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Crew Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due and payable upon signing an agreement.”
- “Fees are payable in advance of service, billed every January of a new year and prorated for services that start in a period other than the beginning of a new year.”
- “Fees for other financial planning and consulting services are negotiable based on the complexity of the plan or project and the range and complexity of the services provided.”
How Crew Wealth Management’s fees compare
- Its hourly rate of $600 is above the California median of $300. 95% of the 932 other California planners that publish an hourly rate charge less.
- 4 of the 4 other planners in San Luis Obispo that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$3,300 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 7 other planners in San Luis Obispo that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Crew Wealth Management
“We provide a variety of financial planning and consulting services to business owners, individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
- Firm size: 6 employees.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 6
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132867
- Phone
- (805) 781-3885
Other planners in San Luis Obispo that publish fees
- Aquila Wealth AdvisorsSan Luis ObispoUp to $36,000
- Burkart & Stevens Wealth ManagementSan Luis Obispo$250/hr, $2,000-$20,000/yr
- Cerro Pacific Wealth Advisors, LLCSan Luis Obispo$3,500
- Elemental Wealth Advisors, LLCSan Luis Obispo$350/hr
- KMR Wealth Advisory, LLCSan Luis Obispo$125/hr, $500-$2,000
- Madanat Financial ServicesSan Luis Obispo$1,000-$2,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.