Wealthmap Planning fees and pricing

Published fees

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

Hourly rate

$300/hr

“WMP will be available via our hourly fee of $300.”

Flat or project fee

$1,500

“For the Year-End Tax Plan, offered to clients as an optional additional component of their 12-month service engagement, WMP charges a flat fee of $1,500.”

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

How Wealthmap Planning bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are due upon completion of the services.”
• “In the event of early termination by Client, fees will be prorated based upon the percentage of the work done up to the date of termination.”

How Wealthmap Planning’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 4 other planners in San Luis Obispo that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 7 other planners in San Luis Obispo that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wealthmap Planning

• Principal: Paul Crosbie
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339429

Website

wealthmapplanning.com (opens in new tab)

Phone

(805) 250-6136

Other planners in San Luis Obispo that publish fees

• Aquila Wealth AdvisorsSan Luis ObispoUp to $36,000
• Burkart & Stevens Wealth ManagementSan Luis Obispo$250/hr, $2,000⁠-⁠$20,000/yr
• Cerro Pacific Wealth Advisors, LLCSan Luis Obispo$3,500
• Crew Wealth ManagementSan Luis Obispo$600/hr, $2,000⁠-⁠$3,300
• Elemental Wealth Advisors, LLCSan Luis Obispo$350/hr
• KMR Wealth Advisory, LLCSan Luis Obispo$125/hr, $500⁠-⁠$2,000

Compare all 14 planners in San Luis Obispo