Wealth Legacy Group, Inc. fees and pricing
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 27, 2026, Wealth Legacy Group, Inc. charges $835 an hour and a flat or project fee of $22,995 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $835/hr
“The client will receive a prior agenda and postmeeting summary of our time together. ● Assessment/Consultation - $835/hour.”
- Flat or project fee
- $22,995
“If the planning is to include domestic and IRS-approved international situs considerations for multi-generational asset transfer & protection along with the other areas above, the planning fee is instead $22,995. ● Critical Actions Roadmap™ (Focused)–$14,995.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Legacy Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fees above are billed on a quarterly basis with the exception of any clients specifically using the Beacon Capital Management/Schwab platform.”
- “For those clients on a performance fee basis, our fees are billed only after paying for the investment advisory services of the institutional investment management firm.”
- “However, if the client prefers to be billed for the services (or is in some cases required to be billed for services), this option may be utilized as an alternative.”
How Wealth Legacy Group, Inc.’s fees compare
- Its hourly rate of $835 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
- 72 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of $22,995 is above the California median of $5,000. 92% of the 796 other California planners that publish a flat or project fee charge less.
- 64 of the 68 other planners in San Diego that publish a flat or project fee charge less.
About Wealth Legacy Group, Inc.
- Firm size: 2 employees.
- Credentials named in the brochure: ChFC®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2008 (18 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 88
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $97,207,561
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 145705
- Phone
- (858) 569-0633
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- 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
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.