"Tate Asset Management" and "Dco Wealth Management" fees and pricing

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.

Hourly rate

$75⁠-⁠$500/hr

“Financial planning fees are generally negotiable and the final fee schedule is set forth in each client’s Financial Planning Agreement. 9 Hourly Fees Hourly rates generally range from $75 to $500 per hour.”

Flat or project fee

$2,500⁠-⁠$10,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $2,500 and $10,000.”

Monthly fee

$3,000⁠-⁠$5,000/mo

“The clients pay the Trusted Advisor a monthly fee of between $3,000 and $5,000, from which the Trusted Advisor pays the team’s Subject Matter Experts.”

Annual fee

$10,000/yr

“These services are billed for a fixed period of time at a minimum rate of $10,000 per year for a two-year period regardless of any change in the client’s net worth.”

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

How "Tate Asset Management" and "Dco Wealth Management" bills

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

• “Fees are generally paid quarterly in advance, and are calculated based on the value of the account on the last day of the calendar quarter.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How "Tate Asset Management" and "Dco Wealth Management"’s fees compare

• Its hourly rate of $75-$500 spans the California median of $300. 40% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.

About "Tate Asset Management" and "Dco Wealth Management"

• Firm size: 5 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning

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

1.5% a year

Minimum

No minimum stated in brochure

Clients

228

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$393,386,204

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

160657

Website

pro-visionwealth.com (opens in new tab)

Phone

(888) 500-9267

Can advise clients in 5 states: California, Hawaii, New York, Texas, Utah

Other planners in Rancho Santa Fe that publish fees

• Bull Oak Capital, LLCRancho Santa Fe$15,500
• 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
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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