Silvia Mccoll Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our fee for consulting services is $400 per hour.”

Flat or project fee

$5,000⁠-⁠$15,000

“Generally, rates range from $5,000 – $15,000 on a fixed fee basis, based on the scope and complexity of the requested services, as stipulated in the Agreement.”

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

How Silvia Mccoll Wealth Management, LLC bills

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

• “Fees are negotiable under certain circumstances at the sole discretion of SMWM.”
• “Should a Client open an account during a quarter, the Firm’s management fee will be prorated based on the number of days the account was open during the quarter.”
• “In the event the Firm’s services are terminated mid-quarter, any paid, unearned fees will be promptly refunded to the Client, while any unpaid fees will be due and payable to SMWM.”

How Silvia Mccoll Wealth Management, LLC’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 57 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$15,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 51 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Silvia Mccoll Wealth Management, LLC

• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2018 (8 years).

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

1.5% a year

Clients

110

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$283,430,027

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

295339

Website

linkedin.com/company/silvia-mccoll-wealth-management/?viewasmember=true (opens in new tab)

Phone

(619) 637-9920

Can advise clients in 2 states: California, Texas

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