Wang Financial, LLC fees and pricing
Financial planner in Santa Barbara, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Wang Financial, LLC charges $75-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75-$400/hr
“The current hourly rates for WF’s professional services are $75.00 $400.00, billed in arrears no less frequently than annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wang Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The hourly fees are billed in six-minute (1/10th of an hour) increments for advisers and staff and may be changed upon 30 days written notice to Clients.”
- “Incurred fees are due and 2 Wang Financial, LLC payable immediately upon presentation of a written invoice.”
- “Non-hourly advisory fees are charged in arrears on a quarterly basis.”
How Wang Financial, LLC’s fees compare
- Its hourly rate of $75-$400 spans the California median of $300. 18% of the 932 other California planners that publish an hourly rate charge less.
- None of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
About Wang Financial, LLC
“Description of WF WF provides comprehensive financial planning advisory services and has been in business since April 1, 2013.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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
- 1.5% a year
- Clients
- 44
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $70,157,796
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167570
- Phone
- (805) 568-5313
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
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.