Pacific Wealth Care Inc. fees and pricing

Financial planner in Yorba Linda, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 2, 2026, Pacific Wealth Care Inc. charges $275 an hour for financial planning.

Published fees

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

Hourly rate: $275/hr; “Our standard fee is $275 per hour, payable upon completion of project or at the end of each month (or other agreed upon time) as invoiced by PWC.”

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

“Our fees are negotiable and are not based on a share of capital gains or capital appreciation of the funds or any portion of the funds in your account.”
“Also, PWC will provide you with a fee invoice that identifies the advisory fee, the value of the account and how the fee was calculated.”
“The Asset Management fee is billed in advance quarterly.”

Its hourly rate of $275 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Registered as an adviser: 2000 (26 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 19
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $68,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 130856
Phone: (714) 528-4741

Is something on this page wrong or out of date?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.