Wealth Teams Alliance fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“In special circumstances it may be offered on an hourly basis at a rate of $350.00 per hour, depending on the nature of the specified services.”

Flat or project fee

$1,500⁠-⁠$5,000

“The fixed fee can range between $1,500.00 and $5000.00.”

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

How Wealth Teams Alliance bills

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

• “Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “An account may be terminated with written notice at least one month in advance.”
• “If hourly basis is chosen, an estimated fee will be provided with half of the estimate fee due upon signing the financial planning agreement, and the remainder due upon delivery of the financial plan.”

How Wealth Teams Alliance’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 18 of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About Wealth Teams Alliance

• Firm size: 27 employees.
• 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

1.1% a year

Clients

812

Employees

27

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$223,889,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168907

Website

wealth-teams.com (opens in new tab)

Phone

(877) 282-4768

Can advise clients in 14 states: Arizona, California, Florida, Kansas, Minnesota, New Jersey, New Mexico, Ohio, Oklahoma, Oregon, South Carolina, Texas, Washington, Wisconsin

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

Compare all 58 planners in Irvine