Vibrance Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$4,000⁠-⁠$20,000

“Services are offered based on a flat fee between $4,000- $20,000.”

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

How Vibrance Wealth Management LLC bills

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

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets and/or as a flat fee.”

How Vibrance Wealth Management LLC’s fees compare

• 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.
• None of the 2 other planners in Cupertino that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$20,000 spans the California median of $5,000. 85% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Cupertino that publish a flat or project fee charge less.

About Vibrance Wealth Management LLC

• Principal: Lindy Chan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Estate planning
• Insurance analysis
• 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

3% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343209

Website

vibrancewealth.com (opens in new tab)

Phone

(408) 475-8883

Other planners in Cupertino that publish fees

• Akrish Financial AdvisoryCupertino$300/hr, $2,500⁠-⁠$6,000
• Everest Private WealthCupertino$3,000
• Israilov FinancialCupertino$400/hr, $2,000⁠-⁠$5,000
• 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

Compare all 6 planners in Cupertino