Trusted Path Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$3,600⁠-⁠$10,500

“Fixed fee rates range between $3,600 and $10,500.”

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

How Trusted Path Wealth Management, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Trusted Path Wealth Management, LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 6 other planners in Santa Rosa that publish an hourly rate charge less.
• Its flat or project fee of $3,600-$10,500 spans the California median of $5,000. 70% of the 796 other California planners that publish a flat or project fee charge less.
• 6 of the 7 other planners in Santa Rosa that publish a flat or project fee charge less.

About Trusted Path Wealth Management, LLC

• Principal: Hardik Patel
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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% a year

Clients

3

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,577,137

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336395

Website

trustedpathwealth.com (opens in new tab)

Phone

(707) 264-1235

Other planners in Santa Rosa that publish fees

• A.e.i. Financial GroupSanta Rosa$275/hr, $1,500⁠-⁠$4,000
• Clifford Financial Planning, Inc.Santa Rosa$250/hr, $3,500
• JDH Wealth Management, LLCSanta Rosa$300/hr, $6,000
• JW Financial Advisors, LLCSanta Rosa$300/hr, $4,000
• Madson Wealth Advisors Inc.Santa Rosa$400/hr, $2,400⁠-⁠$5,000
• Polymita Wealth Management LLCSanta Rosa$2,500⁠-⁠$5,000, $250⁠-⁠$400/mo

Compare all 16 planners in Santa Rosa