Sorunke Wealth Advisors fees and pricing
Financial planner in Davis, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 11, 2026, Sorunke Wealth Advisors charges $495 an hour and a flat or project fee of $6,995 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $495/hr
“One-on-One Live Video and Voice Call: $495 per hour”
- Flat or project fee
- $6,995
“Personally-Tailored Portfolio/ Detailed Financial Plan: $6,995 flat rate”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sorunke Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be billed at the time the appointment is confirmed and will be required to pay before the appointment is booked.”
- “Since SWA does not have discretion over client account’s, clients will be billed for fees incurred.”
- “Fees for monthly service fees will be billed at the first business day of every month.”
How Sorunke Wealth Advisors’ fees compare
- Its hourly rate of $495 is above the California median of $300. 84% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Davis that publish an hourly rate charge less.
- Its flat or project fee of $6,995 is above the California median of $5,000. 69% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Davis that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Sorunke Wealth Advisors
“Sorunke Wealth Advisors (here after “SWA”) is a registered Investment Advisor that provides investment management and financial planning services for a variety of individuals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324023
- Phone
- (916) 840-8639
Other planners in Davis that publish fees
- Carbahal Olsen Financial Services Group LLCDavis$75-$350/hr, $250-$1,500
- Van Ham Wealth ManagementDavis$400-$5,000
- Wayne Gilbert & CompanyDavis$50-$300/hr, $500-$10,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.