Future Wallet fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$2,500⁠-⁠$15,000

“We charge an annual fee of $2,500 to $15,000 for Ongoing Financial Planning.”

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

How Future Wallet bills

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

• “Fees are paid monthly or quarterly in advance.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Future Wallet’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the California median of $5,000. 75% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Future Wallet

• Principal: Beth Williams
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$3,215,562

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329049

Website

futurewallet.co (opens in new tab)

Phone

(510) 859-3573

Other planners in Walnut Creek that publish fees

• Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000⁠-⁠$15,000
• Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100⁠-⁠$2,000
• Burton Enright WelchWalnut Creek$350/hr, $2,500⁠-⁠$10,000
• Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr

Compare all 39 planners in Walnut Creek