Wealth Analytics Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“If a client cancels, any prepaid fees will be refunded on a pro-rated basis and/or the Adviser may deduct fees based upon the amount of time spent at a rate of $250 per hour.”

Flat or project fee

$500⁠-⁠$50,000

“Fixed fees refer to written financial plans, which range from $500.00 to $50,000, depending on the nature and complexity of a client’s financial situation.”

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

How Wealth Analytics Partners, LLC bills

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

• “Any unused portion of fees collected in advance will be refunded.”
• “Clients shall be charged pro-rata for services provided through to the date of termination.”
• “If the client made an advance payment, the Adviser would refund any unearned portion of the advance payment.”

How Wealth Analytics Partners, LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $500-$50,000 spans the California median of $5,000. 93% of the 796 other California planners that publish a flat or project fee charge less.
• 65 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Wealth Analytics Partners, LLC

• Firm size: 6 employees.
• Founded: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.25% a year

Clients

181

Employees

6

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$316,007,259

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

140115

Website

wealthanalytics.com (opens in new tab)

Phone

(858) 794-2100

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

Other planners in San Diego that publish fees

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• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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