SRS Wealth Mangement fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Should the client terminate the advisory agreement with SRS before the finalized financial plan is delivered, they will be entitled to a pro-rata refund of the fee paid, based on how many hours of work SRS has done on the plan at a rate of $200/hr.”

Flat or project fee

$1,200⁠-⁠$5,000

“Services are offered based on a flat fee between $1,200 and $5,000.”

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

How SRS Wealth Mangement bills

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

• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
• “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
• “For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”

How SRS Wealth Mangement’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 7 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
• 24 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About SRS Wealth Mangement

• Firm size: 2 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

2

Services reported to regulators

Financial planning, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287572

Website

srsadvisorsllc.com (opens in new tab)

Phone

(619) 460-9433

Can advise clients in 3 states: Arizona, California, Texas

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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