Hanke & Apolonio Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Planning and Consulting Financial Planning Services are offered based on an hourly rate of $350 or a fixed fee ranging between $1,500 - $6,000 based on complexity and unique client needs.”

Flat or project fee

$1,500⁠-⁠$6,000

From the same sentence as above.

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

How Hanke & Apolonio Wealth Advisors LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “The fees must be paid within ten (10) days following the beginning of the quarter for which the account is being billed.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Hanke & Apolonio Wealth Advisors LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 18 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$6,000 spans the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
• 11 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Hanke & Apolonio Wealth Advisors LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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

1.25% a year

Clients

99

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$167,287,297

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285315

Website

linkedin.com/in/milohanke (opens in new tab)

Phone

(415) 781-6300

Can advise clients in 4 states: California, Hawaii, Louisiana, Texas

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco