Small Victories Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Any earned but unpaid fees will be billed for work already completed. ●​ Hourly Financial Planning - Financial Planning engagements are offered at the rate of $300 per hour, billed in 15 minute increments.”

Annual fee

$10,000⁠-⁠$14,000/yr

“Financial Planning ●​ Ongoing Comprehensive Financial Planning - Our annual fee for Ongoing Comprehensive Financial Planning ranges between $10,000 - $14,000 per year, and will be billed in equal monthly installments in advance.”

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

How Small Victories Wealth bills

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

• “Accounts initiated 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 written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Small Victories Wealth’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 8 of the 17 other planners in San Jose that publish an hourly rate charge less.
• Its annual fee of $10,000-$14,000 is above the California median of $6,250. 74% of the 224 other California planners that publish an annual fee charge less.
• 4 of the 5 other planners in San Jose that publish an annual fee charge less.

About Small Victories Wealth

• Principal: Vincent Siewit
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• 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

1% a year

Clients

13

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,726,136

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318429

Website

smallvictorieswealth.com (opens in new tab)

Phone

(408) 465-9082

Can advise clients in 2 states: California, Texas

Other planners in San Jose that publish fees

• Align Wealth Management, LLCSan Jose$300⁠-⁠$800/hr, Up to $50,000
• Amaral Financial PlanningSan Jose$500/hr
• Arena Advisors LLCSan Jose$250⁠-⁠$5,000
• Brightplan LLCSan Jose$20/mo
• Chief Capital Management, IncSan Jose$200/hr
• Concentrum Wealth ManagementSan Jose$350/hr, $2,000⁠-⁠$30,000

Compare all 33 planners in San Jose