Wealtharch Investment Services, LLC fees and pricing
Financial planner in Pasadena, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 16, 2026, Wealtharch Investment Services, LLC charges $300 an hour, a flat or project fee of $500, and a quarterly fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“We charge an hourly fee of $300 per hour for our financial planning services and consultations.”
- Flat or project fee
- $500
“Our ongoing portfolio monitoring services start with a one-time consulting fee of $500 to go over your initial asset allocation.”
- Quarterly fee
- $300/qtr
“Thereafter, we charge a fee of $300 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealtharch Investment Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable and is agreed to at the time of engagement.”
- “The fee will be collected at the end of each quarter, in arrears.”
- “The initial quarter will be prorated for the number of days services were rendered during the quarter.”
How Wealtharch Investment Services, LLC’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 7 of the 15 other planners in Pasadena that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 16 other planners in Pasadena that publish a flat or project fee charge less.
About Wealtharch Investment Services, LLC
“We provide clients with financial planning and portfolio management services. We offer financial planning services as a one-time service or on an ongoing basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Estate planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 30
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $23,604,418
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170601
- Phone
- (626) 888-2314
Other planners in Pasadena that publish fees
- Appian Way FinancialPasadena$500-$5,000
- Equanimity Financial PartnersPasadena$2,500-$20,000
- Favor Wealth Advisors, LLCPasadena$500/hr, $2,500-$20,000
- Fiducia Wealth ManagementPasadena$350/hr, $2,500-$10,000
- Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
- Foundry Financial LLCPasadena$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.