Orchard City Wealth Management, LLC fees and pricing
Financial planner in Los Gatos, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 14, 2026, Orchard City Wealth Management, LLC charges $300 an hour, a quarterly fee of $5,918, and an annual fee of $10,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“OCWM's hourly Financial Planning fee begins at $300 per hour but can be raised depending on complexity.”
- Quarterly fee
- $5,918/qtr
“If OCWM manages $2,000,000 for a client, and the previous quarter had 90 days, the client's quarterly fee would be $5,918.”
- Annual fee
- $10,000-$30,000/yr
“Fees are charged pursuant to an asset-based fee based on the assets designated to be under OCWM’s management, a flat fee generally ranging between $10,000 and $30,000 per year based on a proprietary complexity matrix, or a combination of both an asset-based fee and a flat fee based on a proprietary complexity matrix.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Orchard City Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The wealth management fee is prorated and paid quarterly in advance.”
- “Prorated wealth management fees are charged or refunded for intra-quarter client deposits and withdrawals in excess of $10,000, respectively.”
- “The Client shall be entitled to a pro-rata refund of any pre-paid fees based upon the number of days in the applicable billing period before termination of the engagement.”
How Orchard City Wealth Management, LLC’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 6 other planners in Los Gatos that publish an hourly rate charge less.
- Its annual fee of $10,000-$30,000 is above the California median of $6,250. 86% of the 224 other California planners that publish an annual fee charge less.
About Orchard City Wealth Management, LLC
“We provide wealth management services in the form of ongoing financial planning, tax planning, and investment management services.”
- Firm size: 3 employees.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 1.4% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 55
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $116,119,975
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292274
- Phone
- (669) 237-3006
Can advise clients in 3 states: California, Oklahoma, Texas
Other planners in Los Gatos that publish fees
- Asl Financial, LLCLos Gatos$300-$500/hr, $500-$5,000
- Cultivate Financial Group LLCLos Gatos$8,000-$12,000/yr
- First Principles Investment Management LLCLos Gatos$5,000
- Libra Wealth LLCLos Gatos$100-$450/hr
- Los Gatos Financial LLCLos Gatos$250/hr, $400-$4,000
- Mainstreet Financial Planning, Inc.Los Gatos$450/hr, $800
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.