Taxable Wealth 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

$400/hr

“Financial Planning engagements are offered at an hourly rate of $400.00 per hour.”

Flat or project fee

$500⁠-⁠$120,000

“The fixed fee can range between $500.00 and $120,000.”

Annual fee

$3,000⁠-⁠$60,000/yr

“Combined Comprehensive Financial Planning and Investment Advisory Service Combined Comprehensive Financial Planning and Investment Advisory Service consists of an ongoing annual fee that is paid monthly or quarterly, in arrears, at the rate of $3,000 - $60,000 per year, depending on complexity and the needs of the…”

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

How Taxable Wealth bills

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

• “Advisory fees are directly debited from Client accounts, or the Client can choose to pay by electronic funds transfer or check.”
• “An account can be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Taxable Wealth’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 57 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $500-$120,000 spans the California median of $5,000. 99% of the 796 other California planners that publish a flat or project fee charge less.
• 68 of the 68 other planners in San Diego that publish a flat or project fee charge less.
• Its annual fee of $3,000-$60,000 spans the California median of $6,250. 94% of the 224 other California planners that publish an annual fee charge less.
• 18 of the 21 other planners in San Diego that publish an annual fee charge less.

About Taxable Wealth

• Firm size: 2 employees.
• Registered as an adviser: 2019 (7 years).

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

Clients

40

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$91,246,565

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304187

Website

twitter.com/taxablewealth (opens in new tab)

Phone

(858) 221-7521

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000
• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

Compare all 130 planners in San Diego