Ing Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“The negotiated hourly fee for these services is between $150 and $250.”

Flat or project fee

$1,500⁠-⁠$9,500

“The negotiated fixed rate for creating client financial plans is between $1,500 and $9,500.”

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

How Ing Wealth bills

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

• “For clients assessed an ongoing flat fee, our firm charges a flat fee of up to $50,000 which is assessed annually and billed quarterly in arrears.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Fees are billed in arrears; therefore, no fees are due during this period.”

How Ing Wealth’s fees compare

• Its hourly rate of $150-$250 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 6 other planners in La Mesa that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$9,500 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in La Mesa that publish a flat or project fee charge less.

About Ing Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340443

Website

ingwealthllc.com (opens in new tab)

Phone

(619) 713-9063

Other planners in La Mesa that publish fees

• Alpha & OmegaLa Mesa$200⁠-⁠$550/hr
• Bruce Mcindoe & Associates, Inc.La Mesa$100/hr
• Craig V. Castanos CPALa Mesa$300/hr, $1,000⁠-⁠$5,000
• Esi Financial Services, Inc.La Mesa$375/hr, $3,000
• Petix & Botte FinancialLa Mesa$250/hr, $500⁠-⁠$3,000
• Tweet Management Services, Inc.La Mesa$500/hr, $300/mo

Compare all 7 planners in La Mesa