Total Wealth Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“Clients can engage the services of Total Wealth Solutions Inc. for a fixed fee that generally ranges from $1,000 to $5,000.”

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

How Total Wealth Solutions bills

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

• “Clients are billed or quarterly billing in advance for the initial billing cycle then in arrears going forward.”
• “After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client.”
• “If the advisory agreement is terminated before the end of the quarterly period, client is entitled to a pro-rated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”

How Total Wealth Solutions’ fees compare

• Its flat or project fee of $1,000-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Los Altos that publish a flat or project fee charge less.

About Total Wealth Solutions

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

80

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$148,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

327794

Website

onetws.com (opens in new tab)

Phone

(510) 252-0135

Can advise clients in 2 states: California, Texas

Other planners in Los Altos that publish fees

• Diversifi Capital IncLos Altos$500
• Gates Pass Advisors, LLCLos Altos$5,000
• Kuleana Wealth AdvisorsLos Altos$400/hr, $5,000
• Pwjohnson Wealth & Legacy, LLCLos Altos$325/hr, $2,500⁠-⁠$20,000/yr
• Three Bridge Wealth AdvisorsLos Altos$350/hr, $2,500⁠-⁠$50,000

Compare all 9 planners in Los Altos