Nerad + Deppe Wealth Management fees and pricing

Published fees

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

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Flat or project fee

$1,200⁠-⁠$10,000

“Flat fees range from $1,200 to $10,000.”

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

How Nerad + Deppe Wealth Management bills

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

• “Fees are negotiable and will be deducted from the client account(s).”
• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Our firm bills on cash unless otherwise agreed upon.”

How Nerad + Deppe Wealth Management’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 7 other planners in La Jolla that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in La Jolla that publish a flat or project fee charge less.

About Nerad + Deppe Wealth Management

• Firm size: 2 employees.
• Registered as an adviser: 2022 (4 years).

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

Clients

177

Employees

2

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

$176,299,070

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151284

Website

nd-wm.com (opens in new tab)

Phone

(858) 457-1325

Can advise clients in 6 states: California, Florida, New Hampshire, New Jersey, New York, Texas

Other planners in La Jolla that publish fees

• Canter WealthLa Jolla$7,500⁠-⁠$20,000, $1,875/qtr
• Carter Financial, LLCLa Jolla$350/hr, $1,500⁠-⁠$5,000
• Castle Coast Wealth, LLCLa Jolla$500/hr, $50,000/yr
• Coastwise Capital Group, LLCLa Jolla$250/hr
• Financial Alternatives, Inc.La Jolla$300/hr
• Hamilton Manor & AssociatesLa Jolla$250/hr, $200⁠-⁠$15,000

Compare all 15 planners in La Jolla