Sapient Road Wealth Management, LLC fees
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Sapient Road Wealth Management, LLC (San Diego, CA) charges up to $150 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change.
- Hourly rate
- Up to $150/hr
Capped at $150, at or below the San Diego median of $275. Capped at $150, at or below the California median of $300.
“Financial Planning and Consulting Services Sapient Road offers financial planning or consulting services on an hourly basis of up to $150 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2013 (13 years)
How Sapient Road Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Account Portfolio Management Investment Advisory Fees are paid quarterly in advance pursuant to the terms of the Investment Advisory Agreement.”
- “Fees may be negotiable at the discretion of the Advisor.”
- “Fees and Termination Account Portfolio Management Sapient Road is compensated for its services in advance of the quarter in which investment advisory services are rendered.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 29
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $39.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 28, 2026
- CRD number
- 168689 (opens in new tab)
- Phone
- (858) 381-3443
Other planners in San Diego that publish fees
- Heritage Wealth Management, Inc.San DiegoFlat $1,500-$25,000
- Point Loma AdvisorsSan DiegoFlat $1,000-$3,500
- Taxable WealthSan DiegoHourly $400/hr, Flat $500-$120,000
- North Financial AdvisorsSan DiegoHourly $375/hr, Flat $749-$2,000
- Van Nostrand Wealth Management LLCSan DiegoFlat $5,000-$10,000, Annual $10,000-$50,000/yr
- New Phase FinancialSan DiegoHourly $190-$240/hr, Flat $900-$5,900
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.