Fidela Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The Advisor’s hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance.”

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

How Fidela Wealth bills

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

• “Pursuant to an investment advisory contract signed by each client, the client will pay Fidela Wealth an annual management fee, payable quarterly in advance or in arrears.”
• “Fees paid in advance will be based on the value of portfolio assets of the account managed by the Advisor as of the opening of business on the first business day of each quarter.”
• “Fees paid in arrears will be based on the value of portfolio assets of the account on the last business day of the quarter.”

How Fidela Wealth’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• None of the 4 other planners in Calabasas that publish an hourly rate charge less.

About Fidela Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• 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

0.6% a year

Clients

56

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$54,165,024

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328060

Website

fidelawealth.com (opens in new tab)

Phone

(818) 743-7068

Other planners in Calabasas that publish fees

• Ares Financial Consulting LLCCalabasas$500/hr, $25⁠-⁠$250/qtr
• Krane Financial SolutionsCalabasas$200⁠-⁠$1,000/hr, $500⁠-⁠$40,000
• Mari Legacy Group, LLCCalabasas$350/hr, $20,000
• Morton WealthCalabasas$350/hr, $6,000
• Triagen Wealth Management LLCCalabasas$3,600/yr

Compare all 9 planners in Calabasas