Nadel Private Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$150/hr

“The negotiated hourly fee for these services is between $50 and $150.”

Flat or project fee

$500⁠-⁠$2,500

“The negotiated fixed fee for standalone, project-based financial planning services is between $500 and $2,500.”

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

How Nadel Private Wealth LLC bills

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

• “These fees are generally negotiable and are paid quarterly in arrears.”
• “Clients may terminate the agreement without penalty for a full refund of NPW's fees within five business days of signing the Investment Advisory Contract.”
• “If a client has an annual advisory fee of $10,000, billed quarterly in arrears, and terminates the agreement after six months, NPW will have paid and earned fees for services provided 5 through the termination date.”

How Nadel Private Wealth LLC’s fees compare

• Its hourly rate of $50-$150 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.
• None of the 17 other planners in San Jose that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 15 other planners in San Jose that publish a flat or project fee charge less.

About Nadel Private Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1% a year

Clients

7

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$3,700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341947

Phone

(310) 595-4933

Other planners in San Jose that publish fees

• Align Wealth Management, LLCSan Jose$300⁠-⁠$800/hr, Up to $50,000
• Amaral Financial PlanningSan Jose$500/hr
• Arena Advisors LLCSan Jose$250⁠-⁠$5,000
• Brightplan LLCSan Jose$20/mo
• Chief Capital Management, IncSan Jose$200/hr
• Concentrum Wealth ManagementSan Jose$350/hr, $2,000⁠-⁠$30,000

Compare all 33 planners in San Jose