International Private Wealth Advisors LLC fees and pricing

Published fees

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

Flat or project fee

$1,350⁠-⁠$25,000

“IPWA offers financial planning services for a fixed engagement fee ranging from $1,350 to $25,000 per engagement.”

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

How International Private Wealth Advisors LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Axxcess Wealth Management, LLC – For accounts on the Axxcess platform, investment advisory fees are billed in advanced, based on the market value of assets under management at the end of the prior calendar quarter.”

How International Private Wealth Advisors LLC’s fees compare

• Its flat or project fee of $1,350-$25,000 spans the California median of $5,000. 87% of the 796 other California planners that publish a flat or project fee charge less.
• 58 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About International Private Wealth Advisors LLC

• Firm size: 8 employees.
• Registered as an adviser: 2022 (4 years).

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% a year

Clients

384

Employees

8

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, portfolio management for businesses and institutions, and pension consulting

Assets managed

$255,341,082

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323032

Website

ipwadvisors.com (opens in new tab)

Phone

(858) 384-5700

Can advise clients in 3 states: California, Florida, Texas

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

Compare all 130 planners in San Diego