Vortalis Wealth Management LLC fees and pricing
Financial planner in El Dorado Hills, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Vortalis Wealth Management LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Our hourly rate is $200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vortalis Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Vortalis Wealth Management LLC’s fees compare
- Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
- None of the 2 other planners in El Dorado Hills that publish an hourly rate charge less.
About Vortalis Wealth Management LLC
- Principal: Paul Burke
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340582
- Phone
- (916) 601-7187
Other planners in El Dorado Hills that publish fees
- Bridgeview Capital Advisors, Inc.El Dorado Hills$350/hr, $700
- Continuum Financial Partners, LLCEl Dorado Hills$260/hr, $975-$19,500
- Larsen Wealth ManagementEl Dorado Hills$1,500-$2,500
- Polaris Capital Management LLCEl Dorado Hills$8,000/yr
- Rossi Financial GroupEl Dorado Hills$2,500-$25,000
Is something on this page wrong or out of date?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.