Pacific Wealth Strategies Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“An anticipated fixed fee between $2,500 and $10,000 or an hourly fee at a rate of $350 per hour will be charged for Financial Planning/Consulting Services.”

Flat or project fee

$2,500⁠-⁠$10,000

From the same sentence as above.

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

How Pacific Wealth Strategies Group, Inc. bills

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

• “Fees can be negotiable under certain circumstances at the sole discretion of PWSG.”
• “The annual advisory fees are charged on a pro rata quarterly basis in arrears and calculated based on the closing market value of the account on the last day of the calendar quarter, including cash and cash equivalents.”
• “Should a client open an account during the quarter, management fees will be prorated for assets managed for a partial quarter based on the number of days remaining in the quarter.”

How Pacific Wealth Strategies Group, Inc.’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.
• 4 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
• 6 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.

About Pacific Wealth Strategies Group, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2007 (19 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

182

Employees

3

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, pension consulting, selecting other advisers, and other services

Assets managed

$253,189,504

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

144789

Website

pwsg.net (opens in new tab)

Phone

(805) 966-7775

Other planners in Santa Barbara that publish fees

• Abundant Wealth Partners, LLCSanta Barbara$175⁠-⁠$500/hr, $350⁠-⁠$25,000
• Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950⁠-⁠$10,000
• Avalan, LLCSanta Barbara$250⁠-⁠$500/hr, $500⁠-⁠$10,000
• Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
• Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
• Capital Adulting LLCSanta Barbara$250⁠-⁠$650/hr, $200⁠-⁠$800/mo

Compare all 29 planners in Santa Barbara