Skylark Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services (FPS) Fee Financial Planning Services will be offered on an hourly basis at a rate of $250.00 per hour, with a minimum of 2.5 hours (waived for Investment Management and Financial Planning Services clients).”

Flat or project fee

$2,000

“A fixed initial payment of $2,000 is due immediately.”

Quarterly fee

$1,500/qtr

“There is a minimum quarterly fixed fee of $1,500 based on your relationship, employment status and/or complexity of planning service needs per quarter, whichever is calculated higher.”

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

How Skylark Wealth, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by automatic debit, however SW will not bill an amount above $500.00 more than 6 months in advance.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with 8 written notice at least 30 calendar days in advance.”

How Skylark Wealth, LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Skylark Wealth, LLC

• Principal: Michal Skowronski
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 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

0.99% a year

Minimum

$600,000 in assets (stated in brochure)

Clients

14

Employees

1

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

$26,605,642

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283522

Website

skylarkwealth.com (opens in new tab)

Phone

(415) 881-7569

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco