Purus Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly fees are maximum $500 and our flat fees generally range from $1,500 to $20,000.”

Flat or project fee

$1,500⁠-⁠$20,000

From the same sentence as above.

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

How Purus Wealth Management, LLC bills

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

• “The fee is payable in advance and will be detailed in the signed PSS Agreement.”
• “Client will have up to 48 hours prior to the seminar to unconditionally rescind their reservation and receive a full refund of all fees.”
• “The total estimated fee, as well as the ultimate fee that we charge you, is negotiable and is based on the scope and complexity of our engagement with you.”

How Purus Wealth Management, LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 18 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$20,000 spans the California median of $5,000. 82% of the 796 other California planners that publish a flat or project fee charge less.
• 18 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.

About Purus Wealth Management, LLC

• Firm size: 12 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

635

Employees

12

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$658,133,545

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174490

Website

twitter.com/puruswm (opens in new tab)

Phone

(949) 356-6330

Can advise clients in 10 states: Arizona, California, Florida, Louisiana, Nebraska, Nevada, New York, Oregon, Texas, Utah

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr

Compare all 51 planners in Newport Beach