Royce Wealth Management LLC fees and pricing
Financial planner in Sacramento, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 8, 2026, Royce Wealth Management LLC charges a flat or project fee of $1,500-$6,000 and a quarterly fee of $2,187 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$6,000
“These fixed fees generally range from $1,500 to $6,000.”
- Quarterly fee
- $2,187/qtr
“The annual advisory fee would be $8,750, which equals $2,187.50 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Royce Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning services may be provided for fixed fees negotiated in advance.”
- “Fees are billed quarterly in advance based on the value of the client’s account(s) on the last day of the prior billing period.”
- “For clients onboarded at any time other than the first day of a quarter, fees will be prorated and included in the next quarter’s billing.”
How Royce Wealth Management LLC’s fees compare
- Its flat or project fee of $1,500-$6,000 spans the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
- 7 of the 12 other planners in Sacramento that publish a flat or project fee charge less.
About Royce Wealth Management LLC
- Firm size: 2 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342935
- Phone
- (619) 732-6303
Other planners in Sacramento that publish fees
- Baluden FinancialSacramento$1,500-$2,400
- Boyd Wealth Management, LLCSacramento$5,000, $20,000/yr
- Burge FinancialSacramento$300/hr
- Deeringer Wealth Management, LLCSacramento$300-$350/hr, $2,000
- Endeavor Financial PlanningSacramento$300/hr, $3,000-$5,000/yr
- Financial ClientSacramento$299/mo
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.