D. Moss Wealth Management fees and pricing

Published fees

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

Flat or project fee

$2,000⁠-⁠$7,500

“Thereafter, clients may terminate the Investment Advisory Contract generally with 14 days' written notice. 6 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $2,000 and $7,500.”

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

How D. Moss 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 Darren Moss WM's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of Darren Moss WM’s fees, within five business days of signing the Financial Planning Agreement.”

How D. Moss Wealth Management’s fees compare

• 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 D. Moss Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

15

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$25,104,056

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313915

Website

dmosswealth.com (opens in new tab)

Phone

(310) 579-4050

Can advise clients in 2 states: California, Massachusetts

Other planners in California that publish fees

• 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
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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