Guanill Wealth Management fees and pricing

Published fees

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

Flat or project fee

$650⁠-⁠$1,000

“FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered based on a fixed fee of $650-$1,000 based on complexity and unique client needs.”

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

How Guanill Wealth Management bills

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

• “Clients placed with third party money managers will be billed in accordance with the third-party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
• “Half of the fee is due upon engagement and signing of the agreement with the remainder of the fee due upon delivery of the plan.”
• “Client may cancel within five (5) days of signing Agreement for a full refund.”

How Guanill Wealth Management’s fees compare

• Its flat or project fee of $650-$1,000 is below the California median of $5,000. 8% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 12 other planners in Sacramento that publish a flat or project fee charge less.

About Guanill Wealth Management

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Tax planning

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

1.75% a year

Employees

2

Services reported to regulators

Financial planning, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281340

Website

taxreformtalk.com (opens in new tab)

Phone

(916) 359-2750

Other planners in Sacramento that publish fees

• Baluden FinancialSacramento$1,500⁠-⁠$2,400
• Boyd Wealth Management, LLCSacramento$5,000, $20,000/yr
• Burge FinancialSacramento$300/hr
• Deeringer Wealth Management, LLCSacramento$300⁠-⁠$350/hr, $2,000
• Endeavor Financial PlanningSacramento$300/hr, $3,000⁠-⁠$5,000/yr
• Financial ClientSacramento$299/mo

Compare all 23 planners in Sacramento