Wealthfolio Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“The negotiated hourly fee for these services is between $150 and $300.”

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How Wealthfolio Advisors LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of WFA's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Wealthfolio Advisors LLC’s fees compare

• Its hourly rate of $150-$300 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
• None of the 2 other planners in Sonoma that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Sonoma that publish a flat or project fee charge less.

About Wealthfolio Advisors LLC

• Firm size: 2 employees.
• Registered as an adviser: 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

1.25% a year

Clients

114

Employees

2

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

$51,103,341

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298857

Website

Wealthfolioadvisors.com (opens in new tab)

Phone

(707) 721-6857

Other planners in Sonoma that publish fees

• Fermata AdvisorsSonoma$250⁠-⁠$500/hr, $5,000
• Magnum FinancialSonoma$250⁠-⁠$2,500/hr, $795
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 4 planners in Sonoma