We Financial Group fees and pricing
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 16, 2026, We Financial Group charges a flat or project fee of $400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $400
“Clients engaged in CitizenMint’s services will be charged an additional flat fee of $400.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How We Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients with multiple accounts will automatically be combined and billed as a household to receive a lower tiered fee schedule.”
- “For partial billing periods the fee will be prorated based upon the number of days the account was open during the billing period.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How We Financial Group’s fees compare
- Its flat or project fee of $400 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 35 other planners in San Francisco that publish a flat or project fee charge less.
About We Financial Group
- Firm size: 4 employees.
- Registered as an adviser: 2025.
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
- 3% a year
- Clients
- 140
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $127,435,763
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298549
- Phone
- (415) 994-9767
Can advise clients in 10 states: California, Colorado, Illinois, Massachusetts, North Carolina, New Jersey, New York, Pennsylvania, Texas, Washington
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.