Findec Wealth Services, Inc. fees and pricing
Financial planner in Stockton, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Findec Wealth Services, Inc. charges a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$5,000
“We charge a fixed fee for financial planning services, which generally ranges from $1500 to $5000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Findec Wealth Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
How Findec Wealth Services, Inc.’s fees compare
- Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
About Findec Wealth Services, Inc.
“We also offer Liquidity Management for decumulation strategies implemented for clients in generating retirement cash flow from their investment accounts.”
- Firm size: 5 employees.
- Founded: 1983 (43 years).
Planning areas mentioned in the brochure
- Retirement 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
- 1% a year
- Clients
- 344
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $627,905,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311949
- Phone
- (209) 957-7413
Can advise clients in 12 states: Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Nebraska, Nevada, Oregon, Texas, Washington
Other planners in Stockton that publish fees
- Attentive Investments, LLCStockton$102/hr
- Lee R. Robinson & AssociatesStockton$1,000-$25,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.