Pde Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“PDE charges an hourly fee of $200 for financial planning based on complexity and unique Client needs, with a minimum fee of $1,000.”

Monthly fee

$100/mo

“ONGOING FINANCIAL PLANNING Ongoing financial planning services are offered based on a negotiable fixed fee of $100 per month based on complexity and unique Client needs.”

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

How Pde Wealth Advisors, LLC bills

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

• “The fee schedule basis is set to household, all account(s) values within the household are combined for a total household billed market value.”
• “Fees are billed quarterly in arrears based on average daily balance of the previous quarter.”
• “Fees for financial plans are due upon delivery of the completed plan.”

How Pde Wealth Advisors, LLC’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 3 other planners in Rancho Cucamonga that publish an hourly rate charge less.

About Pde Wealth Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 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

3% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

139

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$37,381,161

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291373

Website

thefinancialhq.com/DanielFlores (opens in new tab)

Phone

(909) 295-5504

Can advise clients in 3 states: Arizona, California, Texas

Other planners in Rancho Cucamonga that publish fees

• Baynes Financial LLCRancho Cucamonga$100⁠-⁠$500/hr, $100⁠-⁠$500/mo
• PrivatusRancho Cucamonga$395/hr
• Seapoint Capital Management LLCRancho Cucamonga$200/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 6 planners in Rancho Cucamonga