Duckett Wealth Management fees and pricing
Financial planner in Irvine, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Duckett Wealth Management charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“The fee is $1,500 for a one-time financial plan and the engagement with the client is not ongoing – it is limited to the financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Duckett Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a client has a margin balance that reduces the value of the account, DWM adds the margin deficit back to the invoice in order to bill on it.”
- “Payment is due within 30 days after presentation of an invoice.”
- “Payment can either be by deduction from the account (with the client’s permission) or check.”
How Duckett Wealth Management’s fees compare
- Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 19 other planners in Irvine that publish a flat or project fee charge less.
About Duckett Wealth Management
- Firm size: 2 employees.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
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
- 2.5% a year
- Clients
- 100
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $53,570,053
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321880
- Phone
- (949) 892-1456
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
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.