Dba Generational Wealth Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our Financial Planning fees may also be calculated and charged on an hourly basis at $350 per hour. 11 Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of the advisory relationship.”

Flat or project fee

$2,500⁠-⁠$50,000

“Our Financial Planning fees are normally calculated and charged on a fixed fee basis, typically ranging from $2,500 to $50,000, depending on the specific arrangement reached with the client, the complexity of each client's situation, the extent of the work required and the need for other advisors and consultants,…”

Monthly fee

$1,000/mo

“A minimum of $1,000,000 of assets under management is required for this service and the minimum fee is $1,000.00 per month.”

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

How Dba Generational Wealth Strategies bills

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

• “Family Wealth Leadership's advisory fees are not negotiable.”
• “The balance due will be prorated over the number of months estimated to complete the financial plan or for the contracted work.”
• “The client is billed monthly in arrears based on actual hours accrued or the percentage of completion for the contracted services.”

How Dba Generational Wealth Strategies’ fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 18 of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 spans the California median of $5,000. 95% of the 796 other California planners that publish a flat or project fee charge less.
• 18 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About Dba Generational Wealth Strategies

• Firm size: 2 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• 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

1.25% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

53

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$51,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

111203

Website

familywealthleadership.com (opens in new tab)

Phone

(949) 468-2000

Can advise clients in 2 states: Arizona, California

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

Compare all 58 planners in Irvine