Van Ham Wealth Management fees and pricing
Financial planner in Davis, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 17, 2026, Van Ham Wealth Management charges a flat or project fee of $400-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $400-$5,000
“The negotiated fixed rate for creating client financial plans is between $400 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Van Ham Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of VHWM's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of VHWM’s fees, within five business days of signing the Financial Planning Agreement.”
How Van Ham Wealth Management’s fees compare
- Its flat or project fee of $400-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Davis that publish a flat or project fee charge less.
About Van Ham Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- 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
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343057
- Phone
- (408) 550-4183
Other planners in Davis that publish fees
- Carbahal Olsen Financial Services Group LLCDavis$75-$350/hr, $250-$1,500
- Sorunke Wealth AdvisorsDavis$495/hr, $6,995
- Wayne Gilbert & CompanyDavis$50-$300/hr, $500-$10,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
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.