HCM Wealth fees and pricing
Financial planner in San Rafael, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, HCM Wealth charges $350 an hour and a flat or project fee of $3,000-$5,000 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.
- Hourly rate
- $350/hr
“Our hourly fee is $350.”
- Flat or project fee
- $3,000-$5,000
“Flat fees generally range from $3,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How HCM Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Typically, investment management fees are paid in advance in quarterly installments at the beginning of each calendar quarter.”
- “For new clients and clients that no longer meet the minimum portfolio requirement, Hutchinson has established a minimum annual management fee of $10,000, prorated and payable quarterly.”
- “Asset management fees will generally be automatically deducted from the client account on a quarterly basis and details of the fee calculation are shown on an invoice provided in the client’s quarterly reports.”
How HCM Wealth’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.
- 3 of the 10 other planners in San Rafael that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$5,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 13 other planners in San Rafael that publish a flat or project fee charge less.
About HCM Wealth
“We offer integrated investment advisory services, combining asset management with financial planning, under a single client advisory engagement.”
- Firm size: 7 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 1995 (31 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
- 269
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $941,652,018
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 106158
- Phone
- (415) 464-5650
Can advise clients in 5 states: California, Nevada, Oregon, Texas, Washington
Other planners in San Rafael that publish fees
- Attune Financial Planning, LLCSan Rafael$3,500-$7,500, $7,500/yr
- Brunger FinancialSan Rafael$25-$100/hr, $1,000-$10,000
- Clarity Wealth PartnersSan Rafael$500/hr, $3,500-$5,500
- Fiduciary Financial Group, LLCSan Rafael$7,200-$100,000
- Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr
- IntegrousSan Rafael$175-$300/hr, $2,500-$10,000
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.