Stravida Wealth LLC fees and pricing
Financial planner in Anaheim, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Stravida Wealth LLC charges a flat or project fee of $500-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$4,000
“Fixed fee rates range from $500 to $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stravida Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Stravida Wealth LLC’s fees compare
- Its flat or project fee of $500-$4,000 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Anaheim that publish a flat or project fee charge less.
About Stravida Wealth LLC
- Principal: Drew Ruiz
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 1% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,294,943
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335465
- Phone
- (562) 225-5581
Other planners in Anaheim that publish fees
- Miotto, Jordan PhilipAnaheim$400
- Retirementadvice | JkaAnaheim$500/hr, $750-$5,000
- 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
- 401 FinancialSan Diego$250/hr, $500
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.