Global Vantage Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In special circumstances it may be offered on a hourly basis at a rate of $250.00 per hour.”

Annual fee

$3,000⁠-⁠$80,000/yr

“The fixed fee can range between $3,000-$80,000 annually, billed quarterly.”

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

How Global Vantage Wealth Management bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “If an hourly fee is chosen, the fee will be due upon completion of the work.”

How Global Vantage Wealth Management’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 5 other planners in Encinitas that publish an hourly rate charge less.
• Its annual fee of $3,000-$80,000 spans the California median of $6,250. 96% of the 224 other California planners that publish an annual fee charge less.
• 2 of the 2 other planners in Encinitas that publish an annual fee charge less.

About Global Vantage Wealth Management

• Principal: Xavier Maldonado
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 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

1% a year

Clients

32

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$75,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284941

Phone

(619) 892-8882

Other planners in Encinitas that publish fees

• Cooper Capital GroupEncinitas$865/hr, $50,000
• De Vries Asset Management, LLCEncinitas$500/hr
• Kelly Financial Group LLCEncinitas$300/hr
• Lifetime Financial Advisors IncEncinitas$250/hr, $2,500⁠-⁠$25,000
• Stout Capital Management LLCEncinitas$400/hr, $2,000/yr

Compare all 10 planners in Encinitas