Tidecrest Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300

“Financial Planning and Consulting Services Financial planning services are provided for either an agreed upon fixed or hourly rate, ranging from $2,500 to 10,000 for fixed fees and $300 to 500 per hour for hourly charges.”

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

How Tidecrest Wealth Management, LLC bills

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

• “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
• “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
• “If you have pre-paid financial planning fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Tidecrest Wealth Management, LLC’s fees compare

• Its flat or project fee of $300 is below the California median of $5,000. 1% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 21 other planners in Newport Beach that publish a flat or project fee charge less.

About Tidecrest Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate 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

1.25% a year

Clients

84

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$249,671,442

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332422

Website

linkedin.com/company/104398553/admin/dashboard (opens in new tab)

Phone

(949) 335-5202

Can advise clients in 3 states: California, Texas, Utah

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr

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