Van Nostrand Wealth Management LLC fees
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 29, 2026, Van Nostrand Wealth Management LLC (San Diego, CA) charges a flat or project fee of $5,000-$10,000 and an annual fee of $10,000-$50,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change.
- Flat or project fee
- $5,000-
$10,000 Runs from below the San Diego median of $5,750 to above it. Starts at the California median of $5,000 and runs above it.
“The fixed fee range is $5,000 - $10,000.”
- Annual fee
- $10,000-
$50,000/yr Starts at the San Diego median of $10,000 and runs above it. Above the California median of $8,483; 94% of the 103 other planners in California charge less.
“The annual fixed fee range is $10,000 - $50,000 payable quarterly in arrears.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 3 employees
- Registered since
- 2019 (7 years)
How Van Nostrand Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fees are negotiable, at Adviser's sole discretion depending on individual client circumstances.”
- “The fee is negotiable, and half of the fixed fee is due at the start of the plan and the remainder due at plan presentation.”
- “Fees for this service may be paid by electronic funds transfer or check.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 50
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $60.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 29, 2026
- CRD number
- 304200 (opens in new tab)
- Phone
- (858) 487-5195
Registered in 2 states: California, Texas
Other planners in San Diego that publish fees
- Outlive Financial Planning LLCSan DiegoHourly $250/hr, Flat up to $25,000
- Back Nine Financial Coaching LLCSan DiegoHourly $600/hr, Annual from $10,000/yr
- Dean Roland Russell, LLCSan DiegoHourly $100-$400/hr, Flat $2,000-$10,000
- Cross Border Wealth AdvisorsSan DiegoFlat $499, Annual up to $50,000/yr
- SimpliFi, Inc.San DiegoHourly $400/hr, Flat $2,000
- Lighthouse Advisory Services, Inc.San DiegoHourly $75-$200/hr, Flat $750-$2,500
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.