Strateon Intelligent Wealth LLC fees and pricing
Financial planner in Simi Valley, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 12, 2026, Strateon Intelligent Wealth LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Strateon Intelligent Wealth does not accept cash, money orders or similar forms of payment for advisory engagements. ff fi fi fl fi fi ff fi fi Page 11 of 41 fi ff fi fi fi fi ffi fi fi fi fi fi Strateon Intelligent Wealth Form ADV Part 2 – January 12, 2026 COMPREHENSIVE FINANCIAL PLANNING Comprehensive Financial…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strateon Intelligent Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are based on whether the Client is a single individual or a couple (married or not married), and may be negotiable.”
- “Monthly fees are based on whether the Client is a single individual or a couple (married or not married), complexity, expected number of hours per year, and may be negotiable.”
- “If paying fees via cryptocurrency, Client will be sent a separate invoice with payment instructions.”
How Strateon Intelligent Wealth LLC’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.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Strateon Intelligent Wealth LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 8
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309062
- Phone
- (805) 864-6555
Other planners in Simi Valley that publish fees
- Bridge the Gap Retirement PlannersSimi Valley$250/hr, $1,000-$12,000
- HBW Advisory Services LLCSimi Valley$16-$35/mo
- QmulateSimi Valley$500-$5,000, $100-$300/mo
- Santa Susana Financial, LLCSimi Valley$3,600-$36,000/yr
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.