Mile Wealth Management 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-⁠$350/hr

“Financial Planning Services are typically offered at a rate of $250 to $350 per hour, depending on complexity.”

Annual fee

$4,800/yr

“The minimum annual fee is $4,800 per year.”

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

How Mile Wealth Management bills

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

• “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “Fees are prorated and paid in arrears on a quarterly basis, based on the account values as of the last day of the previous quarter.”
• “Fees are typically directly debited from client accounts, or the client may choose to pay by check or electronic funds transfer.”

How Mile Wealth Management’s fees compare

• Its hourly rate of $250-$350 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its annual fee of $4,800 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee charge less.
• None of the 3 other planners in Irvine that publish an annual fee charge less.

About Mile Wealth Management

• Principal: Mark Wilson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

0.8% a year

Minimum

$4,800 minimum fee (stated in brochure)

Clients

63

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$120,121,620

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288519

Website

milewealth.com (opens in new tab)

Phone

(949) 441-4410

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

Compare all 58 planners in Irvine