Santa Fe' Wealth Management fees and pricing

Financial planner in San Diego, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 2, 2026, Santa Fe' Wealth Management charges $200⁠-⁠$500 an hour for financial planning.

Published fees

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

Hourly rate: $200⁠-⁠$500/hr; “On an hourly basis, ranging from $200 - $500 per hour, depending on the nature and complexity of each client's circumstances.”

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

“Upon termina on of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

Its hourly rate of $200-$500 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
46 of the 73 other planners in San Diego that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2008 (18 years).

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% a year
Clients: 7
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
Assets managed: $13,850,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 140810
Website: santafewealth.com (opens in new tab)
Phone: (619) 977-5223

Is something on this page wrong or out of date?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.