Process Wealth LLC fees and pricing
Financial planner in Roseville, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Process Wealth LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“PW charges a hourly fee of $200 per hour for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Process Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Process Wealth LLC’s fees compare
- Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 10 other planners in Roseville that publish an hourly rate charge less.
About Process Wealth LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $13,549,949
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336802
- Phone
- (916) 225-9153
Can advise clients in 2 states: California, Texas
Other planners in Roseville that publish fees
- Arcpoint Financial AdvisorsRoseville$400/hr, $500-$10,000
- Bulman Wealth GroupRoseville$300
- Frederick, Mark D.Roseville$300/hr, $750-$15,000
- Hansen & Associates Financial Group Inc.Roseville$250/hr, $750-$10,000
- Olivehurst Advisors LLCRoseville$300/hr
- Rowland Financial ServicesRoseville$250/hr
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.