Csi Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$1,000/hr

“The negotiated hourly fee for these services is between $350 and $1,000.”

Flat or project fee

$2,000⁠-⁠$7,500

“The negotiated fixed rate for creating client financial plans is between $2,000 and $7,500.”

Monthly fee

$2,291/mo

“This would result in a total monthly fee of $2,291.67.”

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

How Csi Wealth Management bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CWM's fees within five business days of signing the Investment Advisory Contract.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Csi Wealth Management’s fees compare

• Its hourly rate of $350-$1,000 is above the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$7,500 spans the California median of $5,000. 48% of the 796 other California planners that publish a flat or project fee charge less.

About Csi Wealth Management

• Firm size: 3 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

1.5% a year

Clients

51

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$12,087,750

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

328963

Website

csiwealth.org (opens in new tab)

Phone

(626) 294-0414

Other planners in Arcadia that publish fees

• Raymond Liao Investment AdvisorArcadia$3,000⁠-⁠$6,000
• 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
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

Compare all 1,914 planners in California