Sky Vision Wealth Management Corp. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$800/hr

“The negotiated hourly fee for these services is between $200 and $800. 4 Clients may terminate the agreement without penalty, for full refund of SVWMC s fees, within five business days of signing the Financial Planning Agreement.”

Flat or project fee

$1,000⁠-⁠$100,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $100,000.”

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

How Sky Vision Wealth Management Corp. bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of SVWMC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may select the method in which they are billed.”

How Sky Vision Wealth Management Corp.’s fees compare

• Its hourly rate of $200-$800 spans the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 28 of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$100,000 spans the California median of $5,000. 98% of the 796 other California planners that publish a flat or project fee charge less.
• 19 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About Sky Vision Wealth Management Corp.

• Firm size: 2 employees.
• Registered as an adviser: 2022 (4 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

82

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$101,436,090

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317320

Phone

(626) 437-1436

Can advise clients in 2 states: California, Texas

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

Compare all 58 planners in Irvine