Family Style Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$3,000

“Fixed fee rates range from $1,500 to $3,000.”

Monthly fee

$300/mo

“Ongoing Financial Planning and Investment Management Services FSA charges an advisory flat fee of $300 a month, which begins on the effective date of the advisory engagement, and is billed monthly in arrears.”

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

How Family Style Advisors LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The flat fee can be charged directly from an investment account, ACH, or Check.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Family Style Advisors LLC’s fees compare

• Its flat or project fee of $1,500-$3,000 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.

About Family Style Advisors LLC

• Principal: Wu Jr
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342407

Website

instagram.com/johnwu.jr (opens in new tab)

Phone

(626) 209-9919

Other planners in California that publish fees

• 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
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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