Pacific Excel Wealth Advisors, Inc. fees and pricing

Published fees

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

Flat or project fee

$500

“ONE-TIME FIXED FEES Fixed Fee Services are offered based on a fixed fee ranging from a minimum of $500 to a maximum of $10,000, depending on the complexity of the engagement.”

Annual fee

$500/yr

“ONGOING ANNUAL FEES Ongoing Fee Services are offered based on a fixed annual fee ranging from a minimum of $500 to a maximum of $10,000, depending on the complexity of the engagement.”

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

How Pacific Excel Wealth Advisors, Inc. bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “Clients may elect to be billed directly or have fees deducted from Plan Assets.”
• “Fees are billed upon completion of the plan or consultation.”

How Pacific Excel Wealth Advisors, Inc.’s fees compare

• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.
• Its annual fee of $500 is below the California median of $6,250. 1% of the 224 other California planners that publish an annual fee charge less.
• None of the 3 other planners in Walnut Creek that publish an annual fee charge less.

About Pacific Excel Wealth Advisors, Inc.

• Firm size: 5 employees.
• Founded: 2013 (13 years).

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

106

Employees

5

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$110,790,269

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

172356

Website

facebook.com/PacificExcel (opens in new tab)

Phone

(925) 464-7445

Can advise clients in 4 states: California, Florida, Nevada, Texas

Other planners in Walnut Creek that publish fees

• Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000⁠-⁠$15,000
• Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100⁠-⁠$2,000
• Burton Enright WelchWalnut Creek$350/hr, $2,500⁠-⁠$10,000
• Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr

Compare all 39 planners in Walnut Creek