PlannerFees

Waits Investments, LLC fees and pricing

Financial planner in Carlsbad, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 9, 2026, Waits Investments, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“Fees for financial planning and investment advice (Consulting Services) are $150 per hour, billed in 15-minute increments.”

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

How Waits Investments, LLC bills

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

  • “The client must pay half the Plan Fee at the time of execution of the Agreement but in no case more than $500, with the balance payable upon delivery of the Plan.”
  • “Fees are paid by the client, for hourly services rendered, within 30 days upon completion.”
  • “The firm’s investment supervisory and investment management services fees are negotiable at the discretion of the firm principal.”

How Waits Investments, LLC’s fees compare

  • Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
  • None of the 25 other planners in Carlsbad that publish an hourly rate charge less.

About Waits Investments, LLC

“Waits Investments, LLC is licensed in the states of Washington, Texas, Oregon, and California. 2 We provide personalized, confidential financial planning and investment management to individuals from all walks of life.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Barry Waits
  • Firm size: 2 employees.
  • Founded: 2012 (14 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

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% a year
Clients
89
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$78,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
165785
Website
waitsinvestments.com (opens in new tab)
Phone
(503) 756-3483

Can advise clients in 4 states: California, Oregon, Texas, Washington

Other planners in Carlsbad that publish fees

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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.