Seawise Financial, Inc. fees and pricing
Financial planner in Cardiff By The Sea, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 2, 2026, Seawise Financial, Inc. charges $250-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“Based Financial Planning Project Based Financial Planning engagements are offered at an hourly rate between $250 and $500 per hour, depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Seawise Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “The fee may be negotiable in certain cases.”
- “The Advisor will also provide the Client with a quarterly invoice itemizing the fee, including the calculation period covered by the fee, the account value and the methodology used to calculate the fee.”
How Seawise Financial, Inc.’s fees compare
- Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
About Seawise Financial, Inc.
“Project-Based Financial Planning Seawise Financial provides one-time project-based financial pla”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 67
- 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
- $75,343,287
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298012
- Phone
- (619) 738-3079
Other planners in Cardiff By The Sea that publish fees
- Arcadia Private Wealth LLCCardiff By The Sea$18,000-$24,000/yr
- 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
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.