NWK Group fees and pricing
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, NWK Group charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500 to $2,500, depending on the specific arrangement reached with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How NWK Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is due upon completion of the plan.”
- “The client is billed quarterly in arrears based on actual hours accrued.”
How NWK Group’s fees compare
- 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.
- 4 of the 35 other planners in San Francisco that publish a flat or project fee charge less.
About NWK Group
- Firm size: 6 employees.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 207
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $485,294,706
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124186
- Phone
- (415) 248-2700
Can advise clients in 5 states: California, Florida, New York, Oregon, Texas
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.