Illumination Wealth Management fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 8, 2026, Illumination Wealth Management charges a flat or project fee of $500-$1,500 and an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$1,500
“We will be compensated for initial plan consulting on a fixed fee payment option of $500 - $1,500 and such fee will be negotiated on a case-by-case basis based on the scope and complexity of the contracted services.”
- Annual fee
- $500/yr
“Ongoing fees will be compensated by an annual fixed fee with a $500 annual minimum paid quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Illumination Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due quarterly (or monthly) in advance and a pro-rata refund will be paid to you if canceled within any quarter.”
- “The initial quarterly fee may be applied on a pro-rata basis depending on the date of the executed client agreement.”
- “This fee may be debited from your investment accounts or you may choose to be invoiced at the beginning of each quarter.”
How Illumination Wealth Management’s fees compare
- Its flat or project fee of $500-$1,500 is below the California median of $5,000. 9% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 68 other planners in San Diego that publish a flat or project fee charge less.
- Its annual fee of $500 is below the California median of $6,250. 1% of the 224 other California planners that publish an annual fee charge less.
- 1 of the 21 other planners in San Diego that publish an annual fee charge less.
About Illumination Wealth Management
“We offer comprehensive, fee-only Financial Life Management services for all areas of our client's financial life.”
- Firm size: 14 employees.
- Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
- Charitable giving
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
- 1.5% a year
- Clients
- 203
- Employees
- 14
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $471,052,116
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149576
- Phone
- (858) 246-6855
Can advise clients in 14 states: Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Minnesota, New Hampshire, New York, Oregon, Texas, Virginia, Wisconsin
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
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.