Hyphen Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $2,000 and $5,000.”

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

How Hyphen Wealth Management bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of HWM's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of HWM's fees within five business days of signing the Investment Advisory Contract.”

How Hyphen Wealth Management’s fees compare

• Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Lafayette that publish a flat or project fee charge less.

About Hyphen Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 2025.

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

1.25% a year

Clients

58

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$125,551,189

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

338134

Phone

(408) 314-7895

Can advise clients in 2 states: California, South Carolina

Other planners in Lafayette that publish fees

• Empowering FinancialLafayette$350/hr, $2,500⁠-⁠$15,000
• Garner Financial ManagementLafayette$300/hr
• Lewis Asset ManagementLafayette$7,500
• Lloyd Tevis Investments, LLCLafayette$1,250/qtr
• Mosher Financial Advisors LLCLafayette$60⁠-⁠$350/hr
• Olympia Wealth ManagementLafayette$300/hr, $500

Compare all 10 planners in Lafayette