Ward & Associates fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Ward & Associates charges $200-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“As a general matter, hourly fees are not negotiable and typically range from $200 to $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ward & Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for accounts below $20,000,000 may also be negotiable at Ward & Associates discretion.”
- “Fees are payable quarterly in advance and are billed by the 15th day of the first month of the quarter with payment due by the 25th day of the first month of the quarter.”
- “Management fees are payable quarterly in advance.”
How Ward & Associates’ fees compare
- Its hourly rate of $200-$400 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 36 of the 73 other planners in San Diego that publish an hourly rate charge less.
About Ward & Associates
“Our firm generally provides wealth management and investment advisory services to individuals and families and their related business entities, trusts, estates, charitable foundations and pension and profit sharing plans.”
- Firm size: 2 employees.
- Founded: 1997 (29 years).
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% a year
- Clients
- 49
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $187,200,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107878
- Phone
- (858) 759-5330
Can advise clients in 3 states: California, New York, Texas
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $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.