Holzberg Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“Based on the complexity of the plan, any hours over the initial amount will be billed at the hourly rate of $375 per hour, due upon completion of the project.”

Flat or project fee

$3,750

“Fees for financial planning services are charged with a $3,750 retainer for 10 hours of work, paid in advance.”

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

How Holzberg Wealth Management, Inc. bills

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

• “Notwithstanding the above, fees are generally negotiable.”
• “Holzberg Wealth Management, Inc. fees are paid quarterly in advance, with payment due within 10 days from the date of the invoice.”
• “Fees for partial quarters at the commencement or termination of our agreement will be billed or refunded on a pro-rated basis contingent on the number of days the account was open during the quarter.”

How Holzberg Wealth Management, Inc.’s fees compare

• Its hourly rate of $375 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $3,750 is below the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.

About Holzberg Wealth Management, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2013 (13 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

1.5% a year

Clients

61

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$59,755,817

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166712

Website

hwmfa.org (opens in new tab)

Phone

(415) 891-4046

Other planners in Corte Madera that publish fees

• AikapaCorte Madera$450/hr
• 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

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