Spreckels Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The hourly rate is $500/hour.”

Flat or project fee

$1,000⁠-⁠$30,000

“Fees for Wealth Planning services are quoted on a per project basis ranging from $1,000-$30,000.”

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

How Spreckels Wealth Management bills

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

• “Limited scope projects will be billed on an hourly rate.”
• “Hourly fees will also be payable quarterly in arrears and deducted from client’s accounts if authorization has been given.”
• “If termination occurs prior to the end of a calendar quarter, the client will be invoiced for fees due on a pro-rata basis.”

How Spreckels Wealth Management’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.
• 66 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$30,000 spans the California median of $5,000. 90% of the 796 other California planners that publish a flat or project fee charge less.
• 62 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Spreckels Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

3% a year

Clients

59

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$89,870,243

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313422

Website

Instagram.com/spreckels_wealth_management (opens in new tab)

Phone

(858) 736-7340

Can advise clients in 2 states: California, Ohio

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000
• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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