Fiducia Wealth Management fees and pricing

Published fees

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

Hourly rate

$350/hr

“Financial planning fees may be either hourly, at a standard rate of $350 per hour paid in arrears, or flatfee project-based planning ranging from $2,500 to $10,000 due in advance.”

Flat or project fee

$2,500⁠-⁠$10,000

From the same sentence as above.

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

How Fiducia Wealth Management bills

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

• “Asset management fees are paid monthly in advance, calculated on the client’s aggregate account balance(s) as of the last business day of the prior month.”
• “Fees are negotiable at the sole discretion of Fiducia.”
• “Fees are payable by direct deduction from client accounts only.”

How Fiducia Wealth Management’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 8 of the 15 other planners in Pasadena that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 16 other planners in Pasadena that publish a flat or project fee charge less.

About Fiducia Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners

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

2% a year

Clients

83

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$25,126,550

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309571

Website

fiduciawealthmanagement.net (opens in new tab)

Phone

(626) 395-7770

Other planners in Pasadena that publish fees

• Appian Way FinancialPasadena$500⁠-⁠$5,000
• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
• Foundry Financial LLCPasadena$1,000⁠-⁠$10,000
• Garabedian Wealth Management GroupPasadena$500/hr

Compare all 35 planners in Pasadena