Proprietor Wealth Management Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“For financial planning-only clients, depending upon the complexity of the plan, we will charge an agreed upon rate that ranges from $150 per hour to $300 per hour.”

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

How Proprietor Wealth Management Inc. bills

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

• “The fee will be based on the value of the Client’s investment accounts under management on the last day of the quarter, and will be paid at the end of each quarter in arrears.”
• “If the agreement is terminated before the completion of the plan, an invoice will be presented 7 | Disclosure Brochure for the time spent.”
• “Unless otherwise noted in writing, our firm bills on cash.”

How Proprietor Wealth Management Inc.’s fees compare

• Its hourly rate of $150-$300 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
• None of the 2 other planners in Larkspur that publish an hourly rate charge less.

About Proprietor Wealth Management Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

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% a year

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$84,153,727

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283137

Website

proprietorwm.com (opens in new tab)

Phone

(415) 569-7909

Other planners in Larkspur that publish fees

• Raub Brock Capital Management, LPLarkspur$300/hr
• Robert Horowitz Wealth ManagementLarkspur$350/hr
• Shepherd Street AdvisorsLarkspur$1,200⁠-⁠$10,000/yr
• 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

Compare all 5 planners in Larkspur