Spectrum Wealth Advisory Group, LLC fees and pricing
Financial planner in Granite Bay, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 2, 2026, Spectrum Wealth Advisory Group, LLC charges $500 an hour and a flat or project fee of $1,500-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
- Flat or project fee
- $1,500-$100,000
“Flat fees range from $1,500 to $100,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spectrum Wealth Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are negotiable and will be deducted from the account(s).”
- “If accounts are opened during the quarter, the pro-rata advisory fees will be deducted during the next regularly scheduled billing cycle.”
How Spectrum Wealth Advisory Group, LLC’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Granite Bay that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$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.
- 3 of the 3 other planners in Granite Bay that publish a flat or project fee charge less.
About Spectrum Wealth Advisory Group, LLC
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 5 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 3% a year
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 646
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $445,367,405
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298632
- Phone
- (916) 772-5970
Can advise clients in 9 states: Arizona, California, Colorado, Florida, Idaho, Nevada, Tennessee, Texas, Washington
Other planners in Granite Bay that publish fees
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- Dynamic Wealth Strategies, LLCGranite Bay$375/hr
- Parkshore Wealth ManagementGranite Bay$200/hr, $300
- True Worth Financial Planning LLCGranite Bay$300/hr, $750-$5,000
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.