The Wealth Mastery, LLC fees and pricing

Financial planner in Palo Alto, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, The Wealth Mastery, LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Services are offered based on an hourly fee of $400 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
“The Client must consent in advance to direct debiting of their investment account.”
“Fees for financial plans will be billed to the Client and paid directly to TWM.”

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.
4 of the 6 other planners in Palo Alto that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 4
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $1,850,000
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 318682
Website: thewealthmasteryllc.com (opens in new tab)
Phone: (650) 613-0606

Is something on this page wrong or out of date?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.