DWR Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“For clients that do not wish to engage Adviser to provide ongoing portfolio management or advisory services, Adviser alternatively offers financial planning and consulting services on an hourly basis at $300 per hour, with an 8 hour minimum, subject to negotiation with a client.”

Flat or project fee

$2,400⁠-⁠$6,000

“In lieu of the hourly fee, we may negotiate a one-time flat fee ranging from $2,400 - $6,000.”

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

How DWR Wealth Management, LLC bills

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

• “Retirement plan fees are charged on a quarterly basis, in arrears, and based on the assets under management as of the last day of the calendar quarter.”
• “Fees are deducted in arrears on a quarterly basis from clients’ assets and based upon the market value of such assets managed by Adviser as of the last day of the prior calendar quarter.”
• “Alternatively, clients may elect to pay Adviser’s fees via check.”

How DWR Wealth Management, LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 8 of the 17 other planners in San Jose that publish an hourly rate charge less.
• Its flat or project fee of $2,400-$6,000 spans the California median of $5,000. 46% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 15 other planners in San Jose that publish a flat or project fee charge less.

About DWR Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 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

1% a year

Clients

171

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$221,184,429

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

133743

Website

dwrwealth.com (opens in new tab)

Phone

(408) 260-9600

Can advise clients in 3 states: Arizona, California, Texas

Other planners in San Jose that publish fees

• Align Wealth Management, LLCSan Jose$300⁠-⁠$800/hr, Up to $50,000
• Amaral Financial PlanningSan Jose$500/hr
• Arena Advisors LLCSan Jose$250⁠-⁠$5,000
• Brightplan LLCSan Jose$20/mo
• Chief Capital Management, IncSan Jose$200/hr
• Concentrum Wealth ManagementSan Jose$350/hr, $2,000⁠-⁠$30,000

Compare all 33 planners in San Jose