Santafino Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$750/hr

“Hourly fees will typically range between $500 and $750 per hour, depending on the expertise of the persons providing the services and the nature and complexity of the client’s circumstances.”

Flat or project fee

$2,500⁠-⁠$50,000

“The minimum fixed fee per client ranges from $2,500 to $50,000 and is established based on the client’s circumstances and the nature and complexity of the engagement.”

Quarterly fee

$2,500/qtr

“Our annualized fee will be charged according to the following schedule, subject to a minimum quarterly fee of $2,500, which can be waived at our discretion:”

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

How Santafino Wealth Management LLC bills

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

• “Because Portfolio Management fees are billed in arrears, no Portfolio Management advisory fee is paid in advance.”
• “Hourly fees are billed periodically in arrears on the monthly, quarterly, or annual schedule selected in the Investment Advisory Agreement until the services are completed or terminated.”
• “The hourly rate and payment terms are negotiable and may be waived at our discretion.”

How Santafino Wealth Management LLC’s fees compare

• Its hourly rate of $500-$750 is above the California median of $300. 96% of the 932 other California planners that publish an hourly rate charge less.
• 15 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 spans the California median of $5,000. 95% of the 796 other California planners that publish a flat or project fee charge less.
• 13 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.

About Santafino Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2024 (2 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

3% a year

Minimum

$2,500 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333407

Website

santafino.com (opens in new tab)

Phone

(805) 724-5727

Other planners in Santa Barbara that publish fees

• Abundant Wealth Partners, LLCSanta Barbara$175⁠-⁠$500/hr, $350⁠-⁠$25,000
• Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950⁠-⁠$10,000
• Avalan, LLCSanta Barbara$250⁠-⁠$500/hr, $500⁠-⁠$10,000
• Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
• Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
• Capital Adulting LLCSanta Barbara$250⁠-⁠$650/hr, $200⁠-⁠$800/mo

Compare all 29 planners in Santa Barbara