Santara Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$15,000

“Flat fees will not exceed $15,000 on an annual basis, and clients will have options for an ongoing payment plan as outlined within the separate service agreement.”

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

How Santara Wealth Management LLC bills

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

• “Fees are negotiable and will be deducted from client account(s) by our firm and/or the chosen Sub-Adviser or third-party investment adviser.”
• “Applicable fees between multiple accounts may be debited from one account, per the client’s request, but under no circumstance will this be billed to a qualified retirement account.”
• “These adjustments will be prorated based on the timing and amount of the cash flow to ensure a fair and accurate fee calculation..”

How Santara Wealth Management LLC’s fees compare

• Its hourly rate of $350 is above 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.
• Its flat or project fee of $15,000 is above the California median of $5,000. 89% of the 796 other California planners that publish a flat or project fee charge less.
• 61 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Santara Wealth Management LLC

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

2% a year

Clients

82

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$75,487,250

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333780

Website

santarawealth.com (opens in new tab)

Phone

(619) 997-5368

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• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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