Sapphire Wealth Advisory fees and pricing
Financial planner in Westminster, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 9, 2026, Sapphire Wealth Advisory charges a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“Fixed financial planning fees generally range from $1,000 to $10,000, depending on the scope of services and the complexity of the client’s financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sapphire Wealth Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally negotiable depending on the scope of services provided and the circumstances of each client.”
- “Fees are negotiable and may vary depending on factors such as the scope of services provided, the complexity of the client’s financial situation, the amount of assets under management, and other relevant considerations.”
- “Advisory fees are typically billed quarterly in advance based on the value of assets under management at the end of the previous quarter.”
How Sapphire Wealth Advisory’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
About Sapphire Wealth Advisory
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341280
- Phone
- (562) 331-0961
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.