Empath Wealth fees and pricing
Financial planner in Torrance, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Empath Wealth charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Project-Based Financial Planning EW offers two options for Project-Based Financial Planning: ● Ongoing Project-Based Financial Planning offered at $500 per hour, with no contract end date. ● One-Time Project-Based Financial Planning, a fixed fee of up to $12,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Empath Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in advance, of up to $2,000.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Empath Wealth’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- 7 of the 9 other planners in Torrance that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Empath Wealth
- Principal: Joseph Guo
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 5
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,168,406
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334259
- Phone
- (323) 536-2487
Other planners in Torrance that publish fees
- Advanced Portfolio StrategiesTorrance$100-$500/hr, $1,000-$50,000
- Aihara Wealth Management LLCTorrance$250/hr, $3,500-$15,000
- Alessandra Capital Management, LLCTorrance$300/hr, $2,500-$5,000
- Dorsey Wealth Management, LLCTorrance$350/hr
- Highland MB Wealth LLCTorrance$125-$500/hr
- Putman Capital Management, Inc.Torrance$125-$475/hr, $7,500/yr
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.