Potentia Wealth fees and pricing
Financial planner in San Jose, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Potentia Wealth charges a flat or project fee of $2,500-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$50,000
“Fixed fees for stand-alone financial plans typically range from $2,500 to $50,000 depending on the complexity and the scope of the project and services rendered.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Potentia Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are generally billed in advance from their advisory accounts and will also have the option for direct billing or flexible billing from another account, if applicable.”
- “The client’s first billing cycle will be prorated based on the number of days the client’s account was opened and how much money was funded into the account during their first quarter.”
- “For Clients billed in advance, upon the termination of an account, any prepaid Investment management fees will be prorated according to the days the account was opened during the billing period, and excess fees will be refunded to the Client.”
How Potentia Wealth’s fees compare
- Its flat or project fee of $2,500-$50,000 spans the California median of $5,000. 95% of the 796 other California planners that publish a flat or project fee charge less.
- 15 of the 15 other planners in San Jose that publish a flat or project fee charge less.
About Potentia Wealth
“Prior to engaging Potentia to provide investment advisory services, including wealth management, each client will be required to enter into Potentia’s written Investment Management Agreement (IMA”) setting forth the terms and conditions under which Potentia will manage the client’s assets, including client specific…”
- Firm size: 16 employees.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
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% a year
- Minimum
- $10,000 in assets (stated in brochure)
- Clients
- 722
- Employees
- 16
- 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, and portfolio management for businesses and institutions
- Assets managed
- $569,095,699
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329135
- Phone
- (408) 288-7886
Can advise clients in 8 states: Arizona, California, Colorado, Florida, New York, Oregon, Texas, Washington
Other planners in San Jose that publish fees
- Align Wealth Management, LLCSan Jose$300-$800/hr, Up to $50,000
- Amaral Financial PlanningSan Jose$500/hr
- Arena Advisors LLCSan Jose$250-$5,000
- Brightplan LLCSan Jose$20/mo
- Chief Capital Management, IncSan Jose$200/hr
- Concentrum Wealth ManagementSan Jose$350/hr, $2,000-$30,000
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.