PlannerFees

Shariawiz Advisory fees and pricing

Financial planner in Folsom, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 27, 2026, Shariawiz Advisory charges $500 an hour for financial planning.

Published fees

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

Hourly rate
$500/hr
“For short one-time investment advisory and financial planning consulting services, the Advisor charges an hourly fee of $500 per hour which is negotiable.”

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

How Shariawiz Advisory bills

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

  • “The management fee is payable quarterly in advance.”
  • “The management fee is negotiable at the Advisor’s sole discretion.”
  • “New account fees will be prorated from the inception of the account to the end of the first quarter.”

How Shariawiz Advisory’s fees compare

  • Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
  • 4 of the 5 other planners in Folsom that publish an hourly rate charge less.

About Shariawiz Advisory

“Shariawiz Advisory, LLC’s (“Shariawiz Advisory” or “Advisor”) principal service is providing fee-based investment advisory services and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Estate planning
  • Cash flow and budgeting

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
3% a year
Employees
6
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342423
Phone
(279) 215-0101

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