Wayne Gilbert & Company fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$300/hr

“Hourly fees range from $50 - $300 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fees range from a minimum fee of $500 to $10,000 for a financial plan.”

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

How Wayne Gilbert & Company bills

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

• “Wayne Gilbert & Company advisory clients will be notified in advance of sources of compensation; however, clients are not obligated to implement the plan through Mr.”
• “Billing Methods and Refunds Wayne Gilbert & Company bills clients directly for fees.”
• “The Client Agreement terminates automatically upon delivery of the written financial plan.”

How Wayne Gilbert & Company’s fees compare

• Its hourly rate of $50-$300 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
• None of the 2 other planners in Davis that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Davis that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wayne Gilbert & Company

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1999 (27 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$500 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

117889

Phone

(805) 565-4402

Other planners in Davis that publish fees

• Carbahal Olsen Financial Services Group LLCDavis$75⁠-⁠$350/hr, $250⁠-⁠$1,500
• Sorunke Wealth AdvisorsDavis$495/hr, $6,995
• Van Ham Wealth ManagementDavis$400⁠-⁠$5,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 6 planners in Davis