PlannerFees

Forum Private Wealth, LLC fees and pricing

Financial planner in Carlsbad, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Forum Private Wealth, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“For Consulting or separate projects, Forum will bill for such work on an hourly basis at the current rate of $500 per hour, unless a fixed project fee is negotiated with the client.”

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

How Forum Private Wealth, LLC bills

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

  • “The annual fixed fee amount is determined based on the time, effort, scope, and complexity of the services to be performed, as discussed with each client, and is negotiable at our sole discretion.”
  • “In the event that the contract terminates but after work has been performed by Forum, the firm will provide an invoice with a full accounting of the services to date, and, if applicable, any prepaid fee that was not earned will be returned to the client.”
  • “The bill paying service will be invoiced directly from the service provider to the Client.”

How Forum Private Wealth, LLC’s fees compare

  • 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.
  • 24 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Forum Private Wealth, LLC

“Forum provides comprehensive financial planning services to ultra-high net worth individuals and families, trusts, estates, businesses, and private foundations (each a “client”).”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CPA, ChFC®, and CFA.
  • Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Minimum
$50,000 minimum fee (stated in brochure)
Employees
1
Services reported to regulators
Financial planning, selecting other advisers, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
337425
Website
forumprivatewealth.com (opens in new tab)
Phone
(818) 642-7059

Other planners in Carlsbad that publish fees

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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.