Nuna Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Advisory Services Financial planning services and consultation are based on an hourly fee at a rate of $150-$300 per hour, or a negotiated fixed project-based fee ranging from $500-$5,000 per project.”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

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

How Nuna Investments bills

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

• “Fees will be charged quarterly in arrears based on the average daily balance of the Account during the respective quarter.”
• “Accounts opened mid-quarter will be assessed a prorated management fee.”
• “This means that the first portion of your account balance is billed at the highest rate, and subsequent portions are billed at lower rates as your assets reach the next breakpoint.”

How Nuna Investments’ fees compare

• Its hourly rate of $150-$300 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.

About Nuna Investments

• 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, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.6% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340462

Website

nunainvestments.com (opens in new tab)

Phone

(916) 833-0990

Other planners in Rancho Cordova that publish fees

• Voska WealthRancho Cordova$2,400⁠-⁠$5,000, $2,400/yr
• 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

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