Mine & Arao Wealth Creation and Management, LLC fees
Financial planner in Campbell, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 15, 2026, Mine & Arao Wealth Creation and Management, LLC (Campbell, CA) charges from $300 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change.
- Hourly rate
- From $300/hr
Starts at $300, at or above the California median of $300.
“Hourly rates for financial planning services are negotiated with each client based on the scope and complexity of the requested services; fees start at $300 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- 4 employees
How Mine & Arao Wealth Creation and Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An invoice for services is issued on completion of the written analysis and is payable upon receipt.”
- “Upon cancellation, we will present you with an invoice for the time spent.”
- “We will prorate the advisory fees earned through the termination date and send you a refund of the prepaid, unearned portion of your fee.”
About Mine & Arao Wealth Creation and Management, LLC
“We also offer tax planning, retirement planning, and estate planning as deemed necessary. As CPAs and investment advisors, we can provide superior financial planning services due to the extensive knowledge of each client’s income, wealth, and retirement goals.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 220
- 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
- $338 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 15, 2026
- CRD number
- 118319 (opens in new tab)
- Phone
- (408) 377-7414
Other planners in Campbell that publish fees
- Behage FinancialCampbellHourly from $300/hr
More planners in California that publish fees
- X and Y Advisors, Inc.El SegundoFlat $500-$10,000
- Abundant Wealth Partners, LLCSanta BarbaraHourly $175-$500/hr, Flat $350-$25,000
- Etzler Financial Advisors, LLCRed BluffHourly $250/hr, Flat $3,000-$5,000
- Clearview Financial, Inc.San DiegoAnnual from $12,000/yr
- Traction Wealth Management, LLCSan DiegoMonthly up to $500/mo
- Coastal Capital AdvisorsIrvineAnnual $13,200/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.