Deeringer Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$350/hr

“Section 5(A) – Financial Planning or Consulting Service Fees – the hourly rate for financial planning or consulting services increased from $300 per hour to $350 per hour as of 2/28/2026. 2.”

Flat or project fee

$2,000

“Fixed fee arrangements vary, but typically range from $2,000‐7,000 for basic financial planning services, including construction and delivery of most financial plans.”

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

How Deeringer Wealth Management, LLC bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “If termination occurs prior to the end of a billing period, DWM will refund the client any pre‐paid advisory fees on a daily pro rata basis from the date of termination to the end of the billing period.”
• “In advance of investing client assets in any particular strategy, DWM’s investment adviser representatives collect information from each client such as investment needs and objectives, time horizon, and tolerance for risk.”

How Deeringer Wealth Management, LLC’s fees compare

• Its hourly rate of $300-$350 is above the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
• 6 of the 10 other planners in Sacramento that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 12 other planners in Sacramento that publish a flat or project fee charge less.

About Deeringer Wealth Management, LLC

• Principal: Jonathan Deeringer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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

3% a year

Clients

15

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$39,688,111

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301187

Website

deeringerwealth.com (opens in new tab)

Phone

(916) 343-8500

Can advise clients in 2 states: California, Nevada

Other planners in Sacramento that publish fees

• Baluden FinancialSacramento$1,500⁠-⁠$2,400
• Boyd Wealth Management, LLCSacramento$5,000, $20,000/yr
• Burge FinancialSacramento$300/hr
• Endeavor Financial PlanningSacramento$300/hr, $3,000⁠-⁠$5,000/yr
• Financial ClientSacramento$299/mo
• Guanill Wealth ManagementSacramento$650⁠-⁠$1,000

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