Selby Wealth Management fees and pricing

Financial planner in Emeryville, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 27, 2026, Selby Wealth Management charges $75⁠-⁠$125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $75⁠-⁠$125/hr; “Administrative support fees are billed at $75 to $125 per hour.”

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

“Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
“Financial planning fees are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s].”

Its hourly rate of $75-$125 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.75% a year
Clients: 169
Employees: 4
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $544,790,253
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 334084
Website: selbywealth.com (opens in new tab)
Phone: (415) 857-9670

Can advise clients in 3 states: California, Oregon, Texas

Is something on this page wrong or out of date?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.