Wealth Architects, LLC fees and pricing
Financial planner in Mountain View, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Wealth Architects, LLC charges $150-$750 an hour and a flat or project fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$750/hr
“Our wealth planning and consulting fees are negotiable, but generally, range from $2,500 to $20,000 on a fixed fee basis and from $150 to $750 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the wealth planning and/or the consulting services.”
- Flat or project fee
- $2,500-$20,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Architects, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At times, and at the discretion of the firm, arrangements can be made for clients to be billed and remit their fees directly to the Firm.”
- “Generally, the Firm requires an initial wealth planning / consulting deposit of a minimum of $1,000 (estimated hourly or fixed) payable upon entering the written wealth planning or consultation agreement.”
- “The balance is generally due upon delivery of the wealth plan or completion of the agreed upon services.”
How Wealth Architects, LLC’s fees compare
- Its hourly rate of $150-$750 spans the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$20,000 spans the California median of $5,000. 84% of the 796 other California planners that publish a flat or project fee charge less.
About Wealth Architects, LLC
“Our Firm provides comprehensive wealth management, wealth planning and wealth consulting services. Wealth Management The wealth management services we provide are tailored to each individual client’s financial circumstances and investment objectives.”
- Firm size: 23 employees.
- Registered as an adviser: 2005 (21 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
- 0.85% a year
- Clients
- 433
- Employees
- 23
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $2,415,227,160
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135373
- Phone
- (650) 325-9044
Can advise clients in 5 states: California, Florida, Oregon, Texas, Washington
Other planners in Mountain View that publish fees
- Northern Star Generational WealthMountain View$500/hr, $5,625/qtr
- 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
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.