Polymita Wealth Management LLC fees and pricing

Published fees

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

Flat or project fee

$2,500⁠-⁠$5,000

“PWM charges a negotiable fixed fee for financial planning services between $2,500 and $5,000 dependent upon the complexity of the Client’s specific situation.”

Monthly fee

$250⁠-⁠$400/mo

“- 2- ONGOING FINANCIAL PLANNING SERVICE PWM charges a negotiable fixed fee for the ongoing financial planning services that ranges between $250 and $400 monthly based on complexity of the Client’s specific situation.”

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

How Polymita Wealth Management LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Polymita Wealth Management LLC’s fees compare

• Its flat or project fee of $2,500-$5,000 is below the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 7 other planners in Santa Rosa that publish a flat or project fee charge less.

About Polymita Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342872

Phone

(707) 414-9525

Other planners in Santa Rosa that publish fees

• A.e.i. Financial GroupSanta Rosa$275/hr, $1,500⁠-⁠$4,000
• Clifford Financial Planning, Inc.Santa Rosa$250/hr, $3,500
• JDH Wealth Management, LLCSanta Rosa$300/hr, $6,000
• JW Financial Advisors, LLCSanta Rosa$300/hr, $4,000
• Madson Wealth Advisors Inc.Santa Rosa$400/hr, $2,400⁠-⁠$5,000
• Swad Wealth Management LLCSanta Rosa$500/hr, $2,000⁠-⁠$20,000

Compare all 16 planners in Santa Rosa