Nardene Wealth Management Inc fees and pricing
Financial planner in Brentwood, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Nardene Wealth Management Inc charges a flat or project fee of $200-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$2,000
“Written financial plan fees range from $200 to $2,000, depending on the complexity of your financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nardene Wealth Management Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The negotiable hourly fee is up to $250/hour and is paid after the consultations.”
- “Hourly fees are billed at the end of the month they were incurred.”
- “For written financial plans, half the fee is payable in advance, the rest upon presentation of the plan.”
How Nardene Wealth Management Inc’s fees compare
- Its flat or project fee of $200-$2,000 is below the California median of $5,000. 10% of the 796 other California planners that publish a flat or project fee charge less.
About Nardene Wealth Management Inc
“Description of advisory services we offer Nardene Wealth Management has always been a small firm specializing in investment management, financial planning and managing client portfolios.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 400
- Employees
- 1
- 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, and other services
- Assets managed
- $80,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148528
- Phone
- (925) 588-9397
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
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.