Wealth in Yourself LLC fees and pricing
Financial planner in Zephyr Cove, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 26, 2026, Wealth in Yourself LLC charges $250-$500 an hour, a flat or project fee of $499, and an annual fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“The negotiated hourly fee for these services is between $250 and $500.”
- Flat or project fee
- $499
“One-Time Meeting Fees The rate for these services is $499.”
- Annual fee
- $15,000/yr
“Rookie Foundations: $15,000/year — entry-level professionals”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth in Yourself LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty, for full refund of WIY’s fees, within five business days of signing the Financial Planning Agreement.”
- “Flat financial planning fees are paid monthly in arrears.”
- “The initial monthly fee is paid in advance at the time of signing the client agreement. 7 Hourly financial planning fees are paid in advance before the financial planning meeting.”
How Wealth in Yourself LLC’s fees compare
- Its hourly rate of $250-$500 spans the Nevada median of $300. 69% of the 64 other Nevada planners that publish an hourly rate charge less.
- Its flat or project fee of $499 is below the Nevada median of $5,000. None of the 50 other Nevada planners that publish a flat or project fee charge less.
- Its annual fee of $15,000 is above the Nevada median of $8,000. 56% of the 16 other Nevada planners that publish an annual fee charge less.
About Wealth in Yourself LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- 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
- 1% a year
- Clients
- 13
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $3,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322123
- Phone
- (415) 915-5948
Can advise clients in 5 states: California, Massachusetts, Nevada, New York, Texas
Other planners in Zephyr Cove that publish fees
- Alpine Asset ManagementZephyr Cove$2,000-$10,000, $1,200-$2,000/qtr
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Advowealth Advisors, LLCReno$350/hr, $750-$10,000
- Alchemy Wealth ManagementReno$350/hr, $5,000-$15,000
- Aldrich Investment ManagementHenderson$200/hr, $1,500-$4,000
- Athena Wealth Management, LLCReno$500/hr, $1,000-$10,000
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.