Parkshore Wealth Management fees and pricing
Financial planner in Granite Bay, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 11, 2026, Parkshore Wealth Management charges $200 an hour and a flat or project fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Estate Plan Reviews - $200 per hour (1.0 hr minimum)”
- Flat or project fee
- $300
“Titling Assets in the Name of a Trust -$300 per asset Estate planning service fees are inclusive of the fee paid to EncoreEstate Plans to access the technology.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Parkshore Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients shall be given five (5) business days to unconditionally rescind the agreement and receive a full refund of any and all fees collected.”
- “If a client pays any fees in advance and terminates the agreement more than five (5) business days after it has been signed, any unused fees will be refunded.”
- “Clients shall be given five (5) business days to unconditionally rescind the agreement and receive a full refund of any and all fees collected.”
How Parkshore Wealth Management’s fees compare
- Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
- None of the 4 other planners in Granite Bay that publish an hourly rate charge less.
- Its flat or project fee of $300 is below the California median of $5,000. 1% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 3 other planners in Granite Bay that publish a flat or project fee charge less.
About Parkshore Wealth Management
“We offer discretionary portfolio management services through either our Wealth Builder Program or our Wealth Management Program.”
- Firm size: 10 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Tax planning
- Insurance analysis
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% a year
- Clients
- 522
- Employees
- 10
- 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, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $517,887,077
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148052
- Phone
- (916) 797-3007
Can advise clients in 10 states: Arizona, California, Colorado, Florida, Idaho, Nevada, Oregon, Texas, Utah, Washington
Other planners in Granite Bay that publish fees
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- Dynamic Wealth Strategies, LLCGranite Bay$375/hr
- Spectrum Wealth Advisory Group, LLCGranite Bay$500/hr, $1,500-$100,000
- True Worth Financial Planning LLCGranite Bay$300/hr, $750-$5,000
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.