Pedicord Wealth Management, LLC fees
Financial planner in Rocklin, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Pedicord Wealth Management, LLC (Rocklin, CA) charges up to $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the California median of $300.
“Financial planning services may be billed at an hourly or fixed fee, which is listed in your planning agreement and may range from $1,000 to $10,000 for fixed fees and up to $250/hour for hourly fees.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How Pedicord Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Planning fees are generally due upon completion of the project and are generally collected by check.”
- “Fees for partial quarters at the commencement or termination of this Agreement will be billed on a pro-rated basis contingent on the number of days the account was open during the quarter.”
About Pedicord Wealth Management, LLC
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 77
- 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, selecting other advisers, and educational seminars and workshops
- Assets managed
- $85.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 20, 2026
- CRD number
- 314931 (opens in new tab)
- Phone
- (916) 596-6433
Other planners in Rocklin that publish fees
- McCurdy Financial SolutionsRocklinHourly $250/hr, Flat $1,500-$5,000
More planners in California that publish fees
- Torren Management, LLCSan DiegoAnnual from $10,000/yr
- Kaiyo Wealth LLCSan DiegoFlat from $10,000
- Len D. DoSan BrunoHourly $100/hr, Flat $250-$2,500
- Navalign, LLCEncinoHourly $400-$600/hr, Flat $4,000-$25,000
- Tempus Wealth Planning, LLCIrvineHourly up to $250/hr, Flat up to $10,000
- Insight Personal FinanceSan FranciscoHourly $375-$550/hr, Flat $3,000-$12,000
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.