Wealthdevs fees and pricing
Financial planner in Santa Cruz, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Wealthdevs charges $250 an hour, a flat or project fee of $499-$10,000, and a monthly fee of $833 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial Planning engagements are offered at an hourly rate of $250.00 per hour.”
- Flat or project fee
- $499-$10,000
“The fixed fee can range between $499 and $10,000.”
- Monthly fee
- $833/mo
“The fee consists of an upfront fee of $2,500 and an ongoing monthly fee of $833 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthdevs bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The ongoing monthly fee is charged in arrears.”
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
How Wealthdevs’ 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.
- 1 of the 3 other planners in Santa Cruz that publish an hourly rate charge less.
- Its flat or project fee of $499-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
About Wealthdevs
- Principal: Michael J. Wunsch
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2019 (7 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% a year
- Clients
- 27
- 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
- $22,930,611
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311049
- Phone
- (408) 341-9565
Other planners in Santa Cruz that publish fees
- Fullguards FinancialSanta Cruz$250/hr
- Natural Bridges Financial AdvisorsSanta Cruz$12,000-$50,000/yr
- Wildflower Financial LLCSanta Cruz$400/hr, $600-$2,500/mo
- Wynn Capital Management, LLCSanta Cruz$100-$300/hr, $10,000/yr
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.