PlannerFees

T. Sharp Wealth Management fees and pricing

Financial planner in Folsom, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 2, 2026, T. Sharp Wealth Management charges $300 an hour and a flat or project fee of $1,000⁠-⁠$4,000 for financial planning.

Published fees

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

Hourly rate
$300/hr
“Sharp Wealth Management, LLC multiplied by the hourly rate of $300.”
Flat or project fee
$1,000⁠-⁠$4,000
“Flat fees may range from $1,000 to $4,000 depending on the Client level of Investment Consulting and Financial Planning needed and the complexity of the case.”

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

How T. Sharp Wealth Management bills

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

  • “Fee refunds will be determined on a pro-rata basis using the number of hours services are actually provided during the final period.”
  • “In the event that there is a remaining balance of any fees paid in advance after the deduction of fees from the final invoice, those remaining proceeds will be refunded by T.”
  • “Our published fees are generally not negotiable, however, any fee outside of the stated range is subject to approval by our Chief Compliance Officer or an executive of the firm.”

How T. Sharp Wealth Management’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.
  • 3 of the 5 other planners in Folsom that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$4,000 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
  • 2 of the 4 other planners in Folsom that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About T. Sharp Wealth Management

“We provide fee-only as-needed financial planning and investment advice services to individuals and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • 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
Employees
1
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
326734
Website
instagram.com/t.sharp.ent (opens in new tab)
Phone
(916) 212-1395

Other planners in Folsom that publish fees

Compare all 8 planners in Folsom

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.