Virtuoso Wealth Management fees and pricing

Financial planner in Henderson, Nevada. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 30, 2026, Virtuoso Wealth Management charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 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 may be negotiable, at the sole discretion of the Advisor, depending on the size of the Client relationship and the scope of services to be provided.”
“Clients may terminate the agreement without penalty, for full refund of VWM’s fees, within five (5) business days of signing the Financial Planning Agreement.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

Its hourly rate of $500 is above the Nevada median of $300. 80% of the 64 other Nevada planners that publish an hourly rate charge less.
8 of the 10 other planners in Henderson that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.2% a year
Employees: 1
Services reported to regulators: Financial planning and selecting other advisers
Assets managed: $222,879
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 169518
Website: twitter.com/baldambition56?lang=en (opens in new tab)
Phone: (725) 300-0610

Can advise clients in 2 states: California, Nevada

Is something on this page wrong or out of date?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