Family Wealth Strategists, LLC fees
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 5, 2026, Family Wealth Strategists, LLC (Newport Beach, CA) charges up to $400 an hour for financial planning.
- Website: familywealthstrategist.com (opens in new tab)
- Call (949) 503-0097
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change.
- Hourly rate
- Up to $400/hr
Can go up to $400; the Newport Beach median is $350. Can go up to $400; the California median is $300.
“FWS offers financial planning services at an hourly rate ranging up to $400 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Family Wealth Strategists, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
About Family Wealth Strategists, LLC
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- 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 on Form ADV as of May 5, 2026
- CRD number
- 340841 (opens in new tab)
- Phone
- (949) 503-0097
Other planners in Newport Beach that publish fees
- Scott Anderson Financial, Inc.Newport BeachHourly $150-$250/hr
- Tarbox Family Office, Inc.Newport BeachHourly $175-$600/hr, Flat $5,000-$20,000
- Westshore WealthNewport BeachHourly $250-$750/hr
- Tate Capital GroupNewport BeachFlat $100-$10,000
- Campbell Advisory Services, LLCNewport BeachHourly $150-$300/hr, Flat $1,500-$5,000
- Commonwealth Family OfficeNewport BeachHourly up to $500/hr
Is something on this page wrong or out of date?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.