Molano Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Consultation Services Hourly Consultation Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$3,000⁠-⁠$36,000

“Full Financial Plan Full Financial Plan services are offered on a fixed fee basis ranging from $3,000 to $36,000.”

Monthly fee

$699/mo

“Financial Consulting Monthly Subscription The initial meeting is $699.”

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

How Molano Wealth Management bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “When utilizing the Betterment Investment platform, fees will be billed according to the schedule above.”

How Molano Wealth Management’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$36,000 spans the California median of $5,000. 91% of the 796 other California planners that publish a flat or project fee charge less.

About Molano Wealth Management

• Firm size: 2 employees.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• 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

3% a year

Clients

5

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$960,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323967

Website

molanowealth.com (opens in new tab)

Phone

(559) 348-7038

Other planners in California that publish fees

• 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
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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