Vistica Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“Our typical hourly rate is $325, but may be higher in some situations based the complexity of the engagement and other factors.”

Flat or project fee

$3,500⁠-⁠$20,000

“We typically charge fixed fees ranging from $3,500 to $20,000 for stand-alone financial planning engagements.”

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

How Vistica Wealth Advisors, LLC bills

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

• “Fees are computed and billed quarterly, in arrears, using the applicable “Annual Fee” as described in Client’s Wealth Advisory Agreement (“WAA”).”
• “Fees will be prorated, with respect to new Accounts opened during a calendar quarter.”
• “Prorated fees will be calculated using the quarter end Account Value and multiplied by the number of actual days in the calendar quarter that the account was managed by Advisor.”

How Vistica Wealth Advisors, LLC’s fees compare

• Its hourly rate of $325 is above the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
• 14 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$20,000 spans the California median of $5,000. 84% of the 796 other California planners that publish a flat or project fee charge less.
• 15 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.

About Vistica Wealth Advisors, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2021 (5 years).

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

1.25% a year

Clients

109

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$260,142,729

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147297

Website

linkedin.com/in/jeffvistica (opens in new tab)

Phone

(760) 854-4003

Can advise clients in 4 states: California, Mississippi, Nevada, Texas

Other planners in Carlsbad that publish fees

• 77 Financial GroupCarlsbad$2,000⁠-⁠$10,000
• Advisors Wealth Management, IncCarlsbad$225/hr
• Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
• Axxcess Wealth Management, LLCCarlsbad$100⁠-⁠$500/hr
• Beacon Financial Management LLCCarlsbad$200/hr, $3,000
• Birchwood CapitalCarlsbad$350/hr

Compare all 34 planners in Carlsbad