WealthBoost Advisors, LLC fees
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 4, 2026, WealthBoost Advisors, LLC (San Francisco, CA) charges a flat or project fee of $1,000-$10,000 for financial planning.
- Website: wealthboostadvisors.com (opens in new tab)
- Call (415) 935-0012
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change.
- Flat or project fee
- $1,000-
$10,000 Runs from below the San Francisco median of $6,250 to above it. Runs from below the California median of $5,000 to above it.
“We typically charge a fixed fee for financial planning services, which generally ranges from $1,000 to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2016 (10 years)
How WealthBoost Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
- “Fixed fees are paid in two installments; the first installment is payable prior to commencing any work, and the second is payable upon completion and delivery of your written plan.”
About WealthBoost Advisors, LLC
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 38
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $77.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 4, 2026
- CRD number
- 285273 (opens in new tab)
- Phone
- (415) 935-0012
Other planners in San Francisco that publish fees
- Bridgelane FinancialSan FranciscoHourly $500/hr, Monthly $400-$2,000/mo
- Sutro AdvisorsSan FranciscoHourly $200/hr, Monthly $100/mo
- Clarity FinancialSan FranciscoHourly $350/hr, Flat $5,250-$7,500
- We Financial GroupSan FranciscoHourly up to $400/hr
- Rubric Advisors LLCSan FranciscoHourly $250/hr
- Simplify Financial PlanningSan FranciscoFlat $1,250-$3,000
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.