WealthGuard Advisors, Inc. fees
Financial planner in Placerville, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 14, 2026, WealthGuard Advisors, Inc. (Placerville, CA) charges $200 an hour and a flat or project fee of $300-$3,000 for financial planning.
- Website: wealthguardadvisors.com (opens in new tab)
- Call (530) 621-1111
- 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 September 14, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the California median of $300; 8% of the 524 other planners in California that publish an hourly rate charge less.
“Our hourly fees are charged at a rate of $200 per hour.”
- Flat or project fee
- $300-
$3,000 Below the California median of $5,000; 12% of the 390 other planners in California that publish a flat or project fee charge less.
“Our fixed fees generally range between $300 and $3,000.”
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
- 6 employees
How WealthGuard Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “Where we believe that the time/cost to complete the engagement may exceed our initial estimate, we will notify you in advance and request that you approve the additional time/cost before it is incurred.”
About WealthGuard Advisors, Inc.
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 390
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $172 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 14, 2026
- CRD number
- 297192 (opens in new tab)
- Phone
- (530) 621-1111
Registered or notice filed in 7 states: Arizona, California, Nevada, Oregon, Texas, Utah, Washington
More planners in California that publish fees
- Diegelman Capital AdvisorsVenturaHourly $95-$200/hr
- Echo45 Advisors LLCWalnut CreekFlat up to $20,000
- Gasber Financial Advisors, IncFolsomHourly $175-$350/hr, Flat $2,000-$5,000
- Applied AdvisorSan FranciscoHourly $285/hr, Flat from $285
- Wealth Architects, LLCMountain ViewHourly $150-$750/hr, Flat $2,500-$20,000
- Abramson Financial Planning, LLCBurlingameHourly $320/hr
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.