Entruity Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$30,000

“Flat fees will not exceed $30,000 and are generally assessed a minimum fee of $1,000.”

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

How Entruity Wealth, LLC bills

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

• “In certain instances, our firm will recommend the use of AdvicePay Inc., for payment processing in instances where clients wish to pay for services through credit card.”
• “For clients billed on a quarterly in advance basis, advisory fees are calculated based on the value of the account(s) on the last day of the previous quarter and are billed in advance of the upcoming quarter.”
• “It should be noted that when a new relationship joins our firm, the first billing for that relationship is conducted in arrears at the end of the quarter that the relationship joined our firm, and in advance for the subsequent quarter.”

How Entruity Wealth, LLC’s fees compare

• Its flat or project fee of $30,000 is above the California median of $5,000. 95% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Bakersfield that publish a flat or project fee charge less.

About Entruity Wealth, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

1.5% a year

Clients

302

Employees

4

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$171,254,413

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288331

Website

facebook.com/entruity (opens in new tab)

Phone

(661) 368-8994

Can advise clients in 4 states: California, Idaho, Nebraska, Texas

Other planners in Bakersfield that publish fees

• Applied Wealth ManagementBakersfieldUp to $10,000, $200⁠-⁠$500/mo
• Gomez Financial PlanningBakersfield$150/hr
• Mestmaker & Petrey Wealth AdvisorsBakersfield$250/hr, $250⁠-⁠$10,000
• Visionary Wealth Planners LLCBakersfield$500⁠-⁠$2,000
• Wealthtarget Investment Advisors, LLCBakersfield$250/hr
• Woodward Diversified Capital, LLCBakersfield$20,000/yr

Compare all 11 planners in Bakersfield