Nri Wealth Management, LLC fees and pricing

Financial planner in Santa Clara, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Nri Wealth Management, LLC charges $350⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350⁠-⁠$500/hr; “Services are offered based on an hourly fee between $350-$500.”

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

“Depending on the client contract, fees are paid monthly, quarterly or annually in arrears.”
“Because fees are charged in arrears, no refund policy is necessary.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $350-$500 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.

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
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 287
Employees: 2
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $309,842,768
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 162234
Website: nriwealth.com (opens in new tab)
Phone: (408) 373-5570

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date?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.