Depaolo & May Strategic Wealth LLC fees
Financial planner in Irvine, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 30, 2026, Depaolo & May Strategic Wealth LLC (Irvine, CA) charges $250-$500 an hour and a flat or project fee of $2,500-$10,000 for financial planning.
- Website: dmstrategicwealth.com (opens in new tab)
- Call (949) 504-4149
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change.
- Hourly rate
- $250-
$500/hr Runs from below the Irvine median of $300 to above it. Runs from below the California median of $300 to above it.
“We also offer an hourly fee at a range of $250 to $500.”
- Flat or project fee
- $2,500-
$10,000 Runs from below the Irvine median of $5,875 to above it. Runs from below the California median of $5,000 to above it.
“The fee range for flat fee plans is $2,500 to $10,000, based on the complexity of the client’s needs.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2023 (3 years)
How Depaolo & May Strategic Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees shall be charged quarterly, in arrears.”
- “Fees paid in advance will be prorated to the date of termination and the excess refunded to the client by check as soon as practicable.”
- “Upon termination, any fees paid in advance will be prorated to the date of termination and any excess will be refunded to client by check issued to the customer as soon as practicable.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 53
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $55.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 30, 2026
- CRD number
- 327564 (opens in new tab)
- Phone
- (949) 504-4149
Other planners in Irvine that publish fees
- AM Wealth Solutions, LLCIrvineHourly $250/hr
- Filigree Wealth Advisors, LLCIrvineHourly up to $500/hr
- Coastal Capital AdvisorsIrvineAnnual $13,200/yr
- Luhman Wealth PartnersIrvineHourly $300/hr, Flat $500-$50,000
- Focused Capital Investment, LLCIrvineFlat $2,000-$15,000
- Prosperity Wealth Planning LLCIrvineHourly $325-$500/hr, Flat $1,500-$3,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.