Filigree Wealth Advisors, LLC fees and pricing

Financial planner in Irvine, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 18, 2026, Filigree Wealth Advisors, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Annualized fees are billed on a prorata basis quarterly in arrears based on the time-weighted daily average value of the account(s) of the quarter.”
“Fees are negotiable and will be deducted from client account(s).”
“Upon notice of termination pro-rata advisory fees for services rendered to the point of termination will be charged.”

Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
28 of the 30 other planners in Irvine that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 45
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $209,136,489
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 318729
Website: linkedin.com/company/filigree-wealth-advisors (opens in new tab)
Phone: (949) 989-2527

Can advise clients in 4 states: Arizona, California, Oregon, Texas

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