Wealth Financial Group West, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Ad hoc financial planning services are offered for an hourly fee of $250 per hour and may or may not include the delivery of a comprehensive financial plan.”

Flat or project fee

$2,500

“A comprehensive financial plan is offered for a fixed fee of $2,500.”

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

How Wealth Financial Group West, Inc. bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial planning service are due in advance upon the signing of the Agreement.”

How Wealth Financial Group West, Inc.’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.
• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.

About Wealth Financial Group West, Inc.

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 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

3% a year

Clients

98

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$21,703,820

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324051

Website

wealthfinancialgroupwest.com (opens in new tab)

Phone

(714) 617-4394

Can advise clients in 2 states: California, Texas

Other planners in California that publish fees

• 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
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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