Investlinc Wealth Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our standard hourly fee is $250 for personal planning and $350 for business related planning.”

Flat or project fee

$350

From the same sentence as above.

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

How Investlinc Wealth Services bills

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

• “This fee is negotiable at our discretion and will be reflected in the written agreement between us.”
• “You may choose to have fees deducted directly from your custodial account, or you may be billed directly.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

How Investlinc Wealth Services’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 5 other planners in Brea that publish an hourly rate charge less.
• Its flat or project fee of $350 is below the California median of $5,000. 2% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 5 other planners in Brea that publish a flat or project fee charge less.

About Investlinc Wealth Services

• Firm size: 3 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning

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

Clients

145

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$115,607,769

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332607

Website

linkedin.com/company/103359 (opens in new tab)

Phone

(714) 563-3500

Can advise clients in 2 states: California, Texas

Other planners in Brea that publish fees

• Anchor Financial GroupBrea$250/hr
• Choice Financial & Insurance Services, Inc.Brea$250/hr, $10,000
• DFS Capital ManagementBrea$250/hr, $2,500
• Kirz, Paul HBrea$600/hr, $7,000/yr
• Layari FinancialBrea$500⁠-⁠$10,000, $7,200⁠-⁠$20,000/yr
• Lighthouse Financial Services IncBrea$200⁠-⁠$1,200, $199/mo

Compare all 9 planners in Brea