Palo Seco Wealth Management fees and pricing

Published fees

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

Hourly rate

$250⁠-⁠$450/hr

“Financial Planning is an hourly rate between $250 and $450 per hour, depending on complexity.”

Annual fee

$800/yr

“Service Comprehensive Financial Planning fees range from $800 annually to $4,000.”

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

How Palo Seco Wealth Management bills

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

• “Upon completion of the Client Profile, Palo Seco Wealth Management and the client will determine the appropriate portfolio investment 5 Palo Seco Wealth Management Form ADV Part 2A March 2, 2026 strategy based on the contents of the Client Profile.”
• “The fee may be negotiable in certain cases.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”

How Palo Seco Wealth Management’s fees compare

• Its hourly rate of $250-$450 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Corona that publish an hourly rate charge less.
• Its annual fee of $800 is below the California median of $6,250. 7% of the 224 other California planners that publish an annual fee charge less.

About Palo Seco Wealth Management

• Firm size: 2 employees.
• Registered as an adviser: 2025.

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

3% a year

Clients

44

Employees

2

Works with

Individuals

Services reported to regulators

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

Assets managed

$13,196,752

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333631

Website

palosecowealthmanagement.com (opens in new tab)

Phone

(951) 790-3861

Other planners in Corona that publish fees

• Aragon AdvisorsCorona$250/hr, $4,000⁠-⁠$10,000
• Attivo Legacy Advisors, LLCCorona$250/hr
• Financial Equations Advisors, Inc.Corona$500⁠-⁠$3,000
• Safeguard Investment Advisory Group, LLCCorona$250⁠-⁠$350/hr

Compare all 6 planners in Corona