Tsai Wealth Management fees and pricing

Financial planner in Pasadena, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Tsai Wealth Management charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are not collected for services to be provided more than 6 months in advance.”
“Otherwise, fees are due upon completion of the project.”
“The financial planning fees are billed directly to the client and are not deducted from client accounts.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
3 of the 15 other planners in Pasadena that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Founded: 2009 (17 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $2,000 minimum fee (stated in brochure)
Clients: 14
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $6,218,665
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 151928
Website: tsaiwealthmanagement.com (opens in new tab)
Phone: (626) 709-6556

Is something on this page wrong or out of date?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