PlannerFees

Wealthbuilders, LLC fees and pricing

Financial planner in Carlsbad, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 25, 2026, Wealthbuilders, LLC charges $495 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$495/hr
“One-Hour Advice Sessions For One-Hour Advice Sessions, we charge an hourly fee of $495.”

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

How Wealthbuilders, LLC bills

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

  • “Fees are billed and payable either monthly or quarterly in advance, based on the balance at end of the previous billing period.”
  • “Our advisory fee is negotiable, depending on individual client circumstances.”
  • “However, in limited circumstances, we may also accept payment through electronic funds transfer, debit card, or credit card through a third-party payment processing system.”

How Wealthbuilders, LLC’s fees compare

  • Its hourly rate of $495 is above the California median of $300. 84% of the 932 other California planners that publish an hourly rate charge less.
  • 23 of the 25 other planners in Carlsbad that publish an hourly rate charge less.

About Wealthbuilders, LLC

“Wealth Management WealthBuilders offers Wealth Management which provides ongoing financial planning and investment management for individuals looking to delegate investment management.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Estate 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% a year
Minimum
$10,000 minimum fee (stated in brochure)
Clients
90
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$53,900,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
286348
Website
instagram.com/wealthbllc (opens in new tab)
Phone
(760) 454-9468

Other planners in Carlsbad that publish fees

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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.