Warren Street Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$400/hr

“Alternatively, depending on the arrangements made at the inception of the agreement, we may charge an hourly fee ranging between $125 to $400, billable in quarter hour increments, for financial planning 8 services.”

Flat or project fee

$495⁠-⁠$25,000

“We typically charge a fixed fee for financial planning services, which generally ranges between $495 and $25,000.”

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

How Warren Street Wealth Advisors, LLC bills

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

• “The annual fee is negotiable and is subject to both individual client circumstances and price concessions as mutually agreed between the client and our investment adviser representative or on an account-by-account basis.”
• “Our annual portfolio management fee is billed and payable on either a monthly or quarterly basis in arrears based on the average daily balance of your account on the last day of the month or quarter.”
• “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”

How Warren Street Wealth Advisors, LLC’s fees compare

• Its hourly rate of $125-$400 spans the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
• 8 of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its flat or project fee of $495-$25,000 spans the California median of $5,000. 86% of the 796 other California planners that publish a flat or project fee charge less.
• 15 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About Warren Street Wealth Advisors, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2019 (7 years).

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

2% a year

Clients

449

Employees

10

Works with

Individuals, high net worth individuals, investment companies, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$656,098,135

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173447

Website

TWITTER.COM/warrenstreet_WA (opens in new tab)

Phone

(714) 876-6200

Can advise clients in 7 states: Arizona, California, Nebraska, Nevada, New York, Texas, Washington

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

Compare all 58 planners in Irvine