Premier Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Adviser’s hourly fee is $300 per hour, subject to negotiation with a client.”

Flat or project fee

$3,000⁠-⁠$6,000

“Adviser’s fixed Financial Planning Fees for the delivery of a comprehensive financial plan generally range from $3,000 to $6,000, depending on the nature and complexity of the client’s specific financial situation and the work involved in crafting the financial plan.”

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

How Premier Wealth Advisors, LLC bills

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

• “Ongoing hourly or fixed fees are paid in arrears.”
• “Each client should review the services agreement signed with us for the specific fees that will be charged and how fees will be payable.”
• “In the event a client makes a deposit of $10,000 or more during a particular quarter, such client will be billed a pro-rata advisory fee based on the remaining number of the days in such quarter.”

How Premier Wealth Advisors, LLC’s 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.
• 36 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$6,000 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
• 28 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Premier Wealth Advisors, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.95% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

490

Employees

6

Works with

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

Services reported to regulators

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

Assets managed

$694,897,516

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285510

Website

facebook.com/pwasandiego (opens in new tab)

Phone

(858) 668-0776

Can advise clients in 9 states: Arizona, California, Colorado, Florida, New Hampshire, Nevada, Texas, Virginia, Washington

Other planners in San Diego that publish fees

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• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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