Private Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“Depending upon the scope and complexity of the financial planning engagement, our fees can be based on an hourly billing rate, which typically ranges from $300 to $500 per hour, or a flat fee, which typically ranges from $3,000 to $5,000.”

Flat or project fee

$3,000⁠-⁠$5,000

From the same sentence as above.

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

How Private Wealth Partners, LLC bills

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

• “Our fees are negotiable and vary between clients.”
• “The terms and conditions of each fee arrangement are also negotiable, and each client agreement may provide for different terms and 6 conditions.”
• “Clients are billed quarterly in arrears based on the market value of assets in the portfolio at the close of market on the last day of the calendar quarter.”

How Private Wealth Partners, LLC’s fees compare

• Its hourly rate of $300-$500 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Mill Valley that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$5,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Mill Valley that publish a flat or project fee charge less.

About Private Wealth Partners, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

253

Employees

9

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,921,390,575

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

133802

Website

pwpart.com (opens in new tab)

Phone

(415) 461-3850

Can advise clients in 12 states: Arizona, California, Florida, Illinois, Kansas, Montana, Nevada, New York, Ohio, Oregon, Texas, Washington

Other planners in Mill Valley that publish fees

• Aspirean Wealth, LLCMill Valley$450/hr, $1,500⁠-⁠$10,000
• Assembly WealthMill Valley$250⁠-⁠$1,200/hr, $2,500⁠-⁠$5,000
• Austin Creek Capital, LLCMill Valley$1,500⁠-⁠$3,000, $300⁠-⁠$3,000/mo
• Katy Song Financial Planning, Inc.Mill Valley$400/hr, $980⁠-⁠$7,800
• Miller Avenue Advisors LLCMill Valley$8,000⁠-⁠$30,000/yr
• On Keel CapitalMill Valley$250/hr

Compare all 10 planners in Mill Valley