Duvall Wealth Management LLC fees and pricing

Published fees

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

Hourly rate

$75⁠-⁠$300/hr

“The negotiated hourly fee for these services is between $75 and $300.”

Flat or project fee

$500⁠-⁠$3,000

“Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $500 and $3,000.”

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

How Duvall Wealth Management LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of DWM's fees within five business days of signing the Investment Advisory Contract.”
• “For ongoing services, a maximum of 24 hours per year may be billed.”

How Duvall Wealth Management LLC’s fees compare

• Its hourly rate of $75-$300 is below the California median of $300. 8% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.

About Duvall Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

Clients

27

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$1,253,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339034

Website

duvallwealth.com (opens in new tab)

Phone

(840) 217-3306

Can advise clients in 2 states: California, Texas

Other planners in Fontana that publish fees

• Omnikey Investment AdvisorsFontana$200/hr, $200⁠-⁠$10,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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