M Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client.  The maximum hourly fee to be charged will not exceed $400  Flat fees range from $750 to $10,000  Ongoing fees range from $199 to 499 per month The fee-paying arrangements will be…”

Flat or project fee

$750⁠-⁠$10,000

From the same sentence as above.

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

How M Wealth Management, LLC bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are either charged on a flat monthly or quarterly fee based on the complexity of managing the account, or billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “All fees are negotiable and will be deducted from Client account(s) by MWM.”

How M Wealth Management, LLC’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 57 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $750-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 36 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About M Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Tax 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

2% a year

Clients

358

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$177,562,651

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281532

Website

linkedin.com/in/anastasia-melbrod-700bb374 (opens in new tab)

Phone

(855) 635-2763

Can advise clients in 4 states: Arizona, California, Louisiana, Texas

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• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
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• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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