Sun Group Wealth Partners LLC fees and pricing
Financial planner in Irvine, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, Sun Group Wealth Partners LLC charges $350 an hour and a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly fee is $350.”
- Flat or project fee
- $2,000-$5,000
“Flat fees generally range from $2,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sun Group Wealth Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will either be invoiced directly or fees may be withdrawn from their managed account.”
- “Unless otherwise noted in writing, our firm bills on cash. 7 Our firm receives compensation as a result of a client’s participation in an LPL program.”
- “We charge our advisory fees quarterly in advance.”
How Sun Group Wealth Partners LLC’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 18 of the 30 other planners in Irvine that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 19 other planners in Irvine that publish a flat or project fee charge less.
About Sun Group Wealth Partners LLC
“We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
- Firm size: 7 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- $50,000 in assets (stated in brochure)
- Clients
- 341
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $224,450,529
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166372
- Phone
- (949) 625-6800
Can advise clients in 5 states: Arizona, California, New Hampshire, Nevada, Texas
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Am Wealth Solutions, LLCIrvine$250/hr
- Ascend Financial Advisers, IncIrvine$350/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Capital CS Group, LLCIrvine$450/hr, $1,000-$50,000
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.