Pathview Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$90⁠-⁠$500/hr

“Fees for financial planning are based on time spent at standard billing rates, which range from $90-$500 per hour, plus expenses.”

Flat or project fee

$1,500⁠-⁠$10,000

“The fixed fees generally range from $1,500 to $10,000, primarily depending on complexity and/or time expended.”

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

How Pathview Wealth Advisors bills

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

• “Pathview Wealth Advisors Brochure Page 5 ADV Part 2A June 9, 2026 Financial reviews and other financial planning services may also be provided at fixed fees in advance.”
• “Bills are sent upon completion of the project and progress bills may be sent on a monthly basis.”
• “Bills are due and payable upon receipt unless other arrangements are made in advance.”

How Pathview Wealth Advisors’ fees compare

• Its hourly rate of $90-$500 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 35 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 37 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Pathview Wealth Advisors

• Firm size: 14 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

1.25% a year

Clients

362

Employees

14

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$582,973,248

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

308292

Website

pathview.com (opens in new tab)

Phone

(619) 295-0200

Can advise clients in 8 states: Arizona, California, Colorado, New York, Oregon, Tennessee, Texas, Washington

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000
• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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