Everest Private Wealth fees and pricing
Financial planner in Cupertino, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Everest Private Wealth charges a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“In addition, both the ‘Accumulation Phase Portfolio Solution’ and the ‘Concierge Service’ entail a one-time financial planning and transition fee of $3,000 will be due upon signing the contract.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Everest Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The minimum quarterly fee is negotiable and will be commensurate with the complexity of the advice being delivered and the time commitment this entails for the advisor.”
- “The Client will incur charges for bona fide advisory services rendered to the point of termination, and such fees will be due and payable by the Client.”
- “Upon termination, the Client shall be billed for the percentage of the engagement scope completed by the Advisor.”
How Everest Private Wealth’s fees compare
- Its flat or project fee of $3,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 3 other planners in Cupertino that publish a flat or project fee charge less.
About Everest Private Wealth
“Everest provides personalized confidential financial planning and investment advisory (investment management) services to individuals, high net worth individuals, trusts, estates, and small businesses (each referred to as a “Client”).”
- Firm size: 3 employees.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
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
- 0.95% a year
- Minimum
- $4,250 minimum fee (stated in brochure)
- Clients
- 90
- Employees
- 3
- 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
- $410,795,766
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142945
- Phone
- (408) 502-6015
Can advise clients in 2 states: California, Texas
Other planners in Cupertino that publish fees
- Akrish Financial AdvisoryCupertino$300/hr, $2,500-$6,000
- Israilov FinancialCupertino$400/hr, $2,000-$5,000
- Vibrance Wealth Management LLCCupertino$250/hr, $4,000-$20,000
- 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
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.