Destination Wealth Management fees
Financial planner in Walnut Creek, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 12, 2026, Destination Wealth Management (Walnut Creek, CA) charges $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 12, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the California median of $300; 22% of the 524 other planners in California that publish an hourly rate charge less. None of the 6 other planners in Walnut Creek charge less.
“DWM’s standard hourly rate for financial planning services is $250 per hour, subject to a minimum engagement of six (6) hours.”
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
- 68 employees
- Registered since
- 1996 (30 years)
How Destination Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated and billed in accordance with the tiered fee schedule set forth in each client’s IAA, which governs the calculation, billing, and payment of advisory fees.”
- “Billing occurs in advance, so the first invoice will include prorated fees (billed in arrears) for a partial quarter during which asset management begins, and a full quarter’s fees for the following quarter.”
- “Any advisory fees refunded due to termination or death are prorated based on the number of days remaining in the applicable billing period, calculated from the effective date of termination.”
About Destination Wealth Management
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 2,272
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $4.9 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 12, 2026
- CRD number
- 110365 (opens in new tab)
- Phone
- (925) 935-2900
Registered or notice filed in 28 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, Washington
Other planners in Walnut Creek that publish fees
- Integrity Wealth Partners, LLCWalnut CreekHourly up to $400/hr, Flat $1,500-$10,000
- ETU FinancialWalnut CreekFlat $1,500-$4,000
- Echo45 Advisors LLCWalnut CreekFlat up to $20,000
- CAVU Wealth Advisors, LLCWalnut CreekHourly $450/hr
- On the Trail Financial Planning, LLCWalnut CreekFlat $3,000, Annual $4,000/yr
- GKV Capital Management Co IncWalnut CreekFlat up to $2,000
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.