Perigon Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$15,000

“Fixed engagement fees typically range from $1,000 to $15,000.”

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

How Perigon Wealth Management, LLC bills

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

• “The Advisory fee in the first quarter of service is prorated from the inception date of the account to the end of the first quarter.”
• “Account fees are payable quarterly in advance of each quarter and are in addition to the fees charged by Perigon.”
• “Fees are generally negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Perigon Wealth Management, LLC’s fees compare

• Its flat or project fee of $1,000-$15,000 spans the California median of $5,000. 74% of the 796 other California planners that publish a flat or project fee charge less.
• 21 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Perigon Wealth Management, LLC

• Firm size: 159 employees.
• Registered as an adviser: 2004 (22 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

2.65% a year

Clients

5,421

Employees

159

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$11,294,013,832

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

131037

Website

youtube.com/@prudeopartners6535 (opens in new tab)

Phone

(877) 977-2555

Can advise clients in 42 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco