Lone Wolf Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“We also offer an hourly rate of $200 per hour if you need help with specific financial planning questions or projects rather than a complete plan.”

Flat or project fee

$2,000⁠-⁠$10,000

“For comprehensive financial planning services, we charge a fixed fee that typically ranges from $2,000 to $10,000, depending on the complexity of your situation and the scope of work we agree on before we begin.”

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

How Lone Wolf Wealth Management bills

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

• “Asset management fees are billed quarterly in arrears.”
• “Fixed financial planning fees are billed upon completion of the services, in arrears.”
• “Because we bill in arrears, we generally do not collect fees in advance.”

How Lone Wolf Wealth Management’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$10,000 spans the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.

About Lone Wolf Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning
• 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

0.9% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340537

Website

lonewolfwealth.com (opens in new tab)

Phone

(714) 202-7152

Other planners in Ontario that publish fees

• Falcon Wealth Planning, LLCOntario$500/hr, $5,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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