Shah Wealth Advisors fees and pricing
Financial planner in Chino Hills, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 31, 2026, Shah Wealth Advisors charges a flat or project fee of $3,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500-$20,000
“Clients that are receiving financial planning services only and investment management services clients subject to a financial planning services fee are charged a fixed fee ranging from $3,500 to $20,000, depending upon the complexity of the services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shah Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For financial planning services that are completed upon the delivery of Shah Wealth Advisors’ recommendations, the fixed fee can be charged in monthly or quarterly installments, or otherwise in full upon delivery of Shah Wealth Advisors’ recommendations.”
- “Retirement plan consulting services fees will generally be billed monthly, quarterly, or otherwise in full upon delivery of Shah Wealth Advisors’ consulting recommendations.”
- “Therefore, upon the termination of a client’s advisory relationship Shah Wealth Advisors will not be required to issue a refund for advance billed fees.”
How Shah Wealth Advisors’ fees compare
- Its flat or project fee of $3,500-$20,000 spans the California median of $5,000. 84% of the 796 other California planners that publish a flat or project fee charge less.
About Shah Wealth Advisors
“Shah Wealth Advisors provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, family offices, trusts, estates, private foundations, donor advised funds, corporations/business entities and qualified retirement plans.”
- Firm size: 7 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
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% a year
- Clients
- 140
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $606,152,179
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340644
- Phone
- (909) 262-1430
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.