Crux Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“We also offer an hourly billing option at a rate of $500 per hour (fees are paid as services are rendered).”

Flat or project fee

$1,000⁠-⁠$250,000

“The fee for a comprehensive financial plan will range from $1,000 to $250,000 depending on the scope of the work.”

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

How Crux Wealth Advisors bills

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

• “Fees can be paid in advance and/or in arrears as a flat fee.”
• “Fees are negotiable and are payable to Crux Wealth Advisors.”
• “Our fee billing is monthly, in advance, based on the average daily balance of the account during the billing period.”

How Crux Wealth Advisors’ 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.
• 4 of the 4 other planners in Long Beach that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$250,000 spans the California median of $5,000. 100% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Long Beach that publish a flat or project fee charge less.

About Crux Wealth Advisors

• Firm size: 14 employees.
• Registered as an adviser: 2024 (2 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

2.25% a year

Clients

656

Employees

14

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

$547,677,060

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

330731

Website

cruxwealth.com (opens in new tab)

Phone

(562) 735-3875

Can advise clients in 13 states: Arizona, California, Colorado, Florida, Illinois, Louisiana, North Carolina, New Hampshire, Nevada, New York, Oregon, Texas, Washington

Other planners in Long Beach that publish fees

• Augustus Wealth, LLCLong Beach$10,000
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• Goldman Lancaster, Inc.Long Beach$350/hr
• Hifi PlanningLong Beach$300/hr, $5,000⁠-⁠$12,000
• JC Financial Planning & Investments, LLCLong Beach$200/hr, $500⁠-⁠$5,000
• Taxdude Financial AdvisorLong Beach$300/hr

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