Financial Strategies for Today and Tomorrow--Wealth MGMT Group fees and pricing

Published fees

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

Hourly rate

$450/hr

“Services are offered based on an hourly fee of $450 per hour.”

Flat or project fee

$10,000

“Services are offered based on a negotiable fixed fee with a maximum fee of $10,000 based on complexity and unique client needs.”

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

How Financial Strategies for Today and Tomorrow--Wealth MGMT Group bills

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

• “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
• “Client will pay nothing to start with the balance payable after ninety (90) days.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Financial Strategies for Today and Tomorrow--Wealth MGMT Group’s fees compare

• Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Santa Ana that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Santa Ana that publish a flat or project fee charge less.

About Financial Strategies for Today and Tomorrow--Wealth MGMT Group

• Principal: Robert Lawrence
• Firm size: 2 employees.
• Founded: 2007 (19 years).

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

3% a year

Employees

2

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

145117

Website

fswmg.com (opens in new tab)

Phone

(714) 368-7494

Other planners in Santa Ana that publish fees

• Aequitas Financial, LLCSanta Ana$300/hr, $50,000
• Insight Financial AdvisorsSanta Ana$600/hr, $500⁠-⁠$10,000
• JMB Financial Managers, Inc.Santa Ana$250⁠-⁠$500/hr, $1,000⁠-⁠$10,000
• Linda A. Barlow, CFPSanta Ana$100⁠-⁠$250/hr, $1,000⁠-⁠$2,500
• Prosperity Road, LLCSanta Ana$350⁠-⁠$450/hr

Compare all 7 planners in Santa Ana