PruVise fees
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 29, 2026, PruVise (Newport Beach, CA) charges $300 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 29, 2026. Fees can change.
- Hourly rate
- $300/hr
Below the Newport Beach median of $350; 3 of the 13 other planners in Newport Beach that publish an hourly rate charge less. Matches the California median of $300; 42% of the 524 other planners in California charge less.
“Hourly fee services are offered on an hourly fee of $300 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2019 (7 years)
How PruVise bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial plans are billed upon completion of the plan.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “In the case of hourly engagements, fees will be prorated based on the work completed at the stated hourly rate.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $250,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- CRD number
- 304365 (opens in new tab)
- Phone
- (949) 798-5744
Other planners in Newport Beach that publish fees
- Banta Asset Management LPNewport BeachHourly $350/hr
- Westshore WealthNewport BeachHourly $250-$750/hr
- Family Wealth Strategists, LLCNewport BeachHourly up to $400/hr
- Prattes Wealth PartnersNewport BeachHourly $300/hr
- Treussard Capital ManagementNewport BeachHourly $500/hr
- Nollenberger McCullough Investment Advisors LLCNewport BeachHourly $400/hr, Flat $2,000-$5,000
Is something on this page wrong or out of date?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.