Gouda Wealth Planning fees and pricing
Financial planner in Montebello, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Gouda Wealth Planning charges a flat or project fee of $1,000-$2,500 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.
- Flat or project fee
- $1,000-$2,500
“Fixed fee rates range from $1,000 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gouda Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in advance, ranging from $229.17 to $541.67.”
How Gouda Wealth Planning’s fees compare
- Its flat or project fee of $1,000-$2,500 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
About Gouda Wealth Planning
“We offer investment management and financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $54,900
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332903
- Phone
- (619) 268-1215
Other planners in California that publish fees
- 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
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
Is something on this page wrong or out of date?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.