Wealth Planning Group, Inc. fees and pricing
Financial planner in Valencia, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Wealth Planning Group, Inc. charges $250 an hour and a flat or project fee of $2,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Ongoing Planning Services or Special Project Fees may be charged on an hourly basis, at a negotiable fee of $250 per-hour, depending on the nature and complexity of each client’s circumstances.”
- Flat or project fee
- $2,000-$20,000
“Fees for Financial Planning Services may be charged as a fixed fee, typically ranging from $2,000 - $20,000, depending on the nature and complexity of each client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Planning Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be charged quarterly, in advance, based on the value of assets on the last day of the previous calendar quarter.”
- “The initial Account fee is due at the beginning of the quarter following execution of the client agreement and includes a prorated fee for the initial quarter in addition to the standard quarterly fee for the upcoming quarter.”
- “Clients can terminate, without penalty within five (5) business days of entering into a Financial Planning Agreement for a full refund.”
How Wealth Planning Group, 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.
- None of the 3 other planners in Valencia that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$20,000 spans the California median of $5,000. 83% of the 796 other California planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Valencia that publish a flat or project fee charge less.
About Wealth Planning Group, Inc.
“We provide comprehensive and abbreviated financial plans covering such areas as investment and portfolio analysis, cash flow, insurance, retirement income, pension, estate, tax, and business planning with an attention to risk management.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 156
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $47,665,537
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143222
- Phone
- (661) 259-5559
Other planners in Valencia that publish fees
- Avinci Wealth Management, Inc.Valencia$499, $3,995-$6,995/yr
- Financial Security Solutions, Corp.Valencia$400/hr, $500-$10,000
- Global Financial Advisory Services, Inc.Valencia$250/hr
- Mears Money ManagementValencia$395
- RCV Financial ServicesValencia$250/hr, $500-$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.