Swad Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“SWM will charge an hourly rate of $500.00 or a flat-fee, ranging from $2,000-$20,000.”

Flat or project fee

$2,000⁠-⁠$20,000

From the same sentence as above.

Monthly fee

$800/mo

“Compensation for Financial Planning Services (Recurring Flat-fee) SWM’s Financial Planning Only Service is offered as a flat-fee arrangement of $800 per month.”

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

How Swad Wealth Management LLC bills

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

• “If the client is not completely satisfied with SWM for any reason, the Firm will refund the client’s advisory fee and work with the client to resolve any issues.”
• “All client refund requests must be made in writing to SWM within ninety (90) days of the date the fee was charged.”
• “Services are billed monthly in advance to the client.”

How Swad Wealth Management LLC’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.
• 6 of the 6 other planners in Santa Rosa that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$20,000 spans the California median of $5,000. 83% of the 796 other California planners that publish a flat or project fee charge less.
• 7 of the 7 other planners in Santa Rosa that publish a flat or project fee charge less.

About Swad Wealth Management LLC

• Firm size: 2 employees.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting
• 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

1% a year

Minimum

$20,000 minimum fee (stated in brochure)

Clients

48

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$111,061,079

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

319218

Website

facebook.com/swadwealth (opens in new tab)

Phone

(707) 899-1010

Other planners in Santa Rosa that publish fees

• A.e.i. Financial GroupSanta Rosa$275/hr, $1,500⁠-⁠$4,000
• Clifford Financial Planning, Inc.Santa Rosa$250/hr, $3,500
• JDH Wealth Management, LLCSanta Rosa$300/hr, $6,000
• JW Financial Advisors, LLCSanta Rosa$300/hr, $4,000
• Madson Wealth Advisors Inc.Santa Rosa$400/hr, $2,400⁠-⁠$5,000
• Polymita Wealth Management LLCSanta Rosa$2,500⁠-⁠$5,000, $250⁠-⁠$400/mo

Compare all 16 planners in Santa Rosa