Wealth One Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“The fee for financial planning consultations is $175 per hour.”

Flat or project fee

$250

“The advisor shall retain the option of charging $250 for each additional financial planning module as agreed to in advance in the advisory contract.”

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

How Wealth One Advisors bills

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

• “Hourly fees are due and payable upon completion of the plan or services.”
• “Clients will have a period of five (5) business days from the date of signing an agreement to unconditionally rescind the agreement and receive a full refund of all fees.”
• “The advisor shall also retain the right to require payment in advance of the meeting.”

How Wealth One Advisors’ fees compare

• Its hourly rate of $175 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the California median of $5,000. None of the 796 other California planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wealth One Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2000 (26 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

137780

Website

wealthoneadvisors.com (opens in new tab)

Phone

(800) 990-7573

Other planners in Fallbrook that publish fees

• Safe Harbor AssetsFallbrook$200/hr
• 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

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