Private Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate for financial consulting services is $500 per hour.”

Flat or project fee

$1,500⁠-⁠$10,000

“The flat consulting fee generally ranges between $1,500 to $10,000.”

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

How Private Wealth Advisors bills

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

• “Our annual portfolio management fee for non-fixed income portfolios is billed and payable quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Our fee for fixed income portfolios are billed and payable quarterly in arrears based on the value of your fixed income account on the last day of the current quarter.”
• “If assets in excess of $100,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets will be adjusted to reflect the interim change in portfolio value.”

How Private Wealth Advisors’ fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 10 of the 10 other planners in Fresno that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 8 other planners in Fresno that publish a flat or project fee charge less.

About Private Wealth Advisors

• Firm size: 6 employees.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

1.5% a year

Clients

890

Employees

6

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$451,158,900

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

141971

Website

pwa.net (opens in new tab)

Phone

(559) 451-3463

Can advise clients in 4 states: Arizona, California, Idaho, Texas

Other planners in Fresno that publish fees

• Artizan WealthFresno$200⁠-⁠$500/hr, $1,500⁠-⁠$50,000
• Bridgewealth Advisory Group, LLCFresno$250/hr
• Coffeehouse CapitalFresno$300/hr, $1,000⁠-⁠$15,000
• Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000⁠-⁠$5,000
• Lyon Restaurant AdvisoryFresno$300/hr, $1,000⁠-⁠$5,000
• Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr

Compare all 15 planners in Fresno