Onesta Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Services are offered based on a negotiable hourly fee of $350 per hour.”

Flat or project fee

$350⁠-⁠$15,500

“Services are offered based on a negotiable fixed fee between $350 and $15,500 based on complexity and unique client needs.”

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

How Onesta Wealth Management, LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Client is not entitled to any refund as billing is done in arrears.”

How Onesta Wealth Management, LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 7 of the 10 other planners in Sacramento that publish an hourly rate charge less.
• Its flat or project fee of $350-$15,500 spans the California median of $5,000. 73% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 12 other planners in Sacramento that publish a flat or project fee charge less.

About Onesta Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 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

Highest asset based fee in brochure

2% a year

Clients

33

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$17,727,837

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165177

Website

onestawealth.com (opens in new tab)

Phone

(408) 786-0508

Other planners in Sacramento that publish fees

• Baluden FinancialSacramento$1,500⁠-⁠$2,400
• Boyd Wealth Management, LLCSacramento$5,000, $20,000/yr
• Burge FinancialSacramento$300/hr
• Deeringer Wealth Management, LLCSacramento$300⁠-⁠$350/hr, $2,000
• Endeavor Financial PlanningSacramento$300/hr, $3,000⁠-⁠$5,000/yr
• Financial ClientSacramento$299/mo

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