Waterfront Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated February 25, 2026, Waterfront Advisors charges a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $500; “Advisor charges a non-negotiable fixed fee of $500 for financial planning services.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Fees for financial planning are due in advance upon the signing of the Agreement.”

Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2023 (3 years).

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% a year
Clients: 12
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,983,601
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 324398
Phone: (808) 635-0411

Can advise clients in 2 states: California, Hawaii

Is something on this page wrong or out of date?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.