Satori Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$15,000

“For our Project-Based Financial Planning Services, we charge a one-time fixed fee, typically ranging between $4,000 and $15,000.”

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

How Satori Wealth Management, Inc. bills

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

• “Fees could be negotiable based on factors such as the complexity of the client’s financial situation or total assets under management.”
• “Unless a client has received our Firm Brochure at least 48 hours prior to signing an advisory agreement, clients may terminate the agreement without penalty for a full refund of SWM’s fees within five business days of signing the agreement.”
• “Fees are prorated based on the number of days services are provided during the initial and final billing periods.”

How Satori Wealth Management, Inc.’s fees compare

• Its flat or project fee of $4,000-$15,000 spans the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 50 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Satori Wealth Management, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.45% a year

Clients

33

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$74,676,893

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287979

Website

satoriwealth.com (opens in new tab)

Phone

(619) 305-0553

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