Mcnaughton Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Annual fee

$20,000/yr

“Flat fees will not exceed $20,000 per year.”

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

How Mcnaughton Wealth Management, LLC bills

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

• “Annualized fees are billed on a pro-rata basis monthly in arrears based on the time-weighted daily average of the month.”
• “Fees are negotiable and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice.”

How Mcnaughton Wealth Management, LLC’s 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.
• 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its annual fee of $20,000 is above the California median of $6,250. 86% of the 224 other California planners that publish an annual fee charge less.
• 17 of the 21 other planners in San Diego that publish an annual fee charge less.

About Mcnaughton Wealth Management, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

240

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$291,623,458

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300330

Website

mcnaughtonwealthmgmt.com (opens in new tab)

Phone

(858) 693-2310

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

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