Pi Wealth Plan LLC fees and pricing

Financial planner in San Jose, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 18, 2026, Pi Wealth Plan LLC charges a monthly fee of $2,075 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $2,075/mo; “The Ongoing Advisory fee is paid monthly in advance (starting at $2,075 per month).”

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

“Fees may be negotiable, and we reserve the right to decline situations which we consider not complicated enough to warrant our minimum fee.”
“The Ongoing Advisory fee is paid via ACH through a qualified, unaffiliated third-party processor, or deducted from your portfolios, following your prior written authorization.”
“The first monthly invoice is prorated based on the number of calendar days in the month during which the engagement agreement is signed.”

It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and EA.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Minimum: $24,900 in assets (stated in brochure)
Clients: 5
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $26,354,527
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 298421
Website: twitter.com/piwealthplan (opens in new tab)
Phone: (415) 320-8578

Is something on this page wrong or out of date?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.