The Wealthgarden F.s. LLC fees and pricing

Financial planner in El Segundo, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, The Wealthgarden F.s. LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “The hourly rate for financial planning is $350 per hour.”

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

“Once a breakpoint is reached, all assets will be billed at the same breakpoint annual fee rate.”
“WealthGarden fees are paid quarterly in arrears based on the value as of the last business day of the quarter with payment due within 10 days from the date of the invoice.”
“Our firm bills on cash unless otherwise indicated in writing.”

Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
4 of the 5 other planners in El Segundo that publish an hourly rate charge less.

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: 235
Employees: 5
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $227,595,909
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 311927
Website: thewealthgardenfs.com (opens in new tab)
Phone: (310) 571-8489

Can advise clients in 3 states: California, New York, Texas

Is something on this page wrong or out of date?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