Global Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“Our financial planning and investment advisory fees are negotiable but generally range from $1,500 to $3,500 on a fixed fee basis and from $250 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and investment advisory services.”

Flat or project fee

$1,500⁠-⁠$3,500

From the same sentence as above.

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

How Global Wealth Management bills

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

• “In the event that a client terminates a financial planning or investment advisory engagement, Global Wealth Management will invoice the client for services provided to the client prior to the date of termination.”
• “The annual fee for investment management services will be prorated and billed quarterly in advance based upon a percentage of the market value of assets under management as of the last day of the previous quarter.”
• “Global Wealth Management will generally bill its fees in advance on a quarterly basis.”

How Global Wealth Management’s fees compare

• Its hourly rate of $250-$350 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.

About Global Wealth Management

• Principal: Raffaele B. Mari
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Founded: 2000 (26 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College 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

3

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$6,198,834

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167025

Website

gwmllc.com (opens in new tab)

Phone

(949) 892-7700

Other planners in Corona Del Mar that publish fees

• The Wealth Collaborative, Inc.Corona Del Mar$1,500⁠-⁠$50,000
• 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
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

Compare all 1,914 planners in California