We Alliance Wealth Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$300/hr

“The negotiated hourly fee for these services is between $50 and $300.”

Flat or project fee

$495⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $495 and $10,000.”

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

How We Alliance Wealth Advisors, Inc. bills

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

• “Clients may terminate the agreement without penalty for a full refund of WE Alliance’s fees within five business days of signing the Investment Advisory Contract.”
• “Fees are charged in arrears upon completion.”
• “Clients may select the method in which they are billed.”

How We Alliance Wealth Advisors, Inc.’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 10 other planners in Roseville that publish an hourly rate charge less.
• Its flat or project fee of $495-$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 6 other planners in Roseville that publish a flat or project fee charge less.

About We Alliance Wealth Advisors, Inc.

• Firm size: 8 employees.
• Registered as an adviser: 2018 (8 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

1% a year

Clients

265

Employees

8

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

$233,075,774

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

175405

Website

weriaadvisors.com (opens in new tab)

Phone

(916) 325-0130

Can advise clients in 4 states: Arizona, California, Texas, Washington

Other planners in Roseville that publish fees

• Arcpoint Financial AdvisorsRoseville$400/hr, $500⁠-⁠$10,000
• Bulman Wealth GroupRoseville$300
• Frederick, Mark D.Roseville$300/hr, $750⁠-⁠$15,000
• Hansen & Associates Financial Group Inc.Roseville$250/hr, $750⁠-⁠$10,000
• Olivehurst Advisors LLCRoseville$300/hr
• Process Wealth LLCRoseville$200/hr

Compare all 16 planners in Roseville