Von Adelung Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Mr. von Adelung receives an hourly fee ($300.00 per hour).”

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

How Von Adelung Wealth Management’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.

About Von Adelung Wealth Management

• Firm size: 5 employees.
• Registered as an adviser: 2005 (21 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

0.25% a year

Clients

296

Employees

5

Works with

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

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$85,955,177

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134849

Website

vonadelungwealthmanagement.com (opens in new tab)

Phone

(818) 547-4822

Can advise clients in 10 states: Alabama, California, Florida, Massachusetts, Nebraska, Nevada, Ohio, Oregon, Tennessee, Wisconsin

Other planners in California that publish fees

• 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
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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