Voska Wealth fees and pricing
Financial planner in Rancho Cordova, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 12, 2026, Voska Wealth charges a flat or project fee of $2,400-$5,000 and an annual fee of $2,400 for financial planning.
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.
- Flat or project fee
- $2,400-$5,000
“Under this option, the Client pays a fixed fee beginning at $5,000 in Year 1, which includes Comprehensive Financial Planning, and a fixed fee beginning at $2,400 in Year 2 and each year thereafter.”
- Annual fee
- $2,400/yr
“Upon delivery and implementation of the financial plan, VW charges an annual fee beginning at $2,400 for Ongoing Financial Planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Voska Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at VW’s discretion based on the complexity and anticipated time requirements of the engagement, specifically regarding factors such as self-employment, business planning, or specialized estate and family planning for disabled children.”
- “In Year 2 and each year thereafter, the fixed fee beginning at $2,400 covers Ongoing Financial Planning services and is paid monthly, in arrears.”
- “These fees are paid monthly, in arrears.”
How Voska Wealth’s fees compare
- Its flat or project fee of $2,400-$5,000 is below the California median of $5,000. 41% of the 796 other California planners that publish a flat or project fee charge less.
- Its annual fee of $2,400 is below the California median of $6,250. 18% of the 224 other California planners that publish an annual fee charge less.
About Voska Wealth
“Retirement / Pre-Retirement Wealth Management Services Our firm provides continuous advice to a Client regarding the investment of Client funds based on the individual needs of the Client.”
- Principal: Joseph Voska
- 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
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% 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
- 341574
- Phone
- (916) 588-0852
Other planners in Rancho Cordova that publish fees
- Nuna InvestmentsRancho Cordova$150-$300/hr, $500-$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
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.