Prattes Wealth Partners fees and pricing
Financial planner in Newport Beach, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 6, 2026, Prattes Wealth Partners charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our Financial Planning fee is $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prattes Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Prattes generally bills our fees on a quarterly basis in arrears.”
- “All fees will be supported by an invoice to the client itemizing the fee.”
- “This invoice reflects the fee charged, the fee calculation methodology, and the period covered by the fee.”
How Prattes Wealth Partners’ fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 6 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
About Prattes Wealth Partners
“Prattes provides investment management and financial planning services to our clients.”
- Firm size: 5 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 91
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $243,553,033
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298746
- Phone
- (949) 271-6333
Can advise clients in 4 states: California, Louisiana, Nebraska, Texas
Other planners in Newport Beach that publish fees
- Banta Asset Management LPNewport Beach$350/hr
- Bridge Capital Consulting, LLCNewport Beach$250/hr, $250-$12,000
- Campbell Advisory Services, LLCNewport Beach$150-$300/hr, $1,500-$5,000
- Centriplan, LLCNewport Beach$250-$300/hr, $1,000-$5,000
- Crystal Cove Asset ManagementNewport Beach$1,500-$10,000
- Hall Financial WellnessNewport Beach$500-$5,000, $1,500-$10,000/yr
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.