Privatus fees and pricing
Financial planner in Rancho Cucamonga, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Privatus charges $395 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $395/hr
“The Advisor’s hourly fee will be billed at a rate of $395 per hour and will be negotiated and agreed upon by the parties in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Privatus bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first month.”
- “Hourly fee-based clients are billed in advance at the time of signing the Agreement with the Advisor.”
- “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the financial plan or project, any fees due the Advisor will be invoiced to the client and payable within five days of delivery of the invoice.”
How Privatus’ fees compare
- Its hourly rate of $395 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Rancho Cucamonga that publish an hourly rate charge less.
About Privatus
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
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
- 2% a year
- Clients
- 62
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $7,225,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329121
- Phone
- (916) 871-8058
Other planners in Rancho Cucamonga that publish fees
- Baynes Financial LLCRancho Cucamonga$100-$500/hr, $100-$500/mo
- Pde Wealth Advisors, LLCRancho Cucamonga$200/hr, $100/mo
- Seapoint Capital Management LLCRancho Cucamonga$200/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
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.