Wealthspire Retirement Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$550/hr

“An hourly fee may be charged no more than $550 per hour depending on the scope of the project and duration of the services.”

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

How Wealthspire Retirement Advisory bills

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

• “Fees are generally paid in advance (but may be paid in arrears) except when deducted from the plan assets with approval of the client or when the client is billed directly or some combination of both.”
• “We rely upon the most current valuation information at the time client accounts are invoiced.”
• “Any fees paid in advance but are unearned shall be returned to the client prorated 11 | P a g e Wealthspire Retirement, LLC Form ADV Part 2A Brochure IARD/CRD No: 121254 March 2026 to the date of termination.”

How Wealthspire Retirement Advisory’s fees compare

• Its hourly rate of $550 is above the California median of $300. 94% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Aliso Viejo that publish an hourly rate charge less.

About Wealthspire Retirement Advisory

• Firm size: 244 employees.
• Registered as an adviser: 2006 (20 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

1.6% a year

Clients

6,137

Employees

244

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$38,609,440,509

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

121254

Website

wealthspire.com (opens in new tab)

Phone

(949) 460-9898

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Aliso Viejo that publish fees

• Accelerate RetirementAliso Viejo$150/hr, $2,000⁠-⁠$100,000
• Challenger Wealth ManagementAliso Viejo$1,500
• Claraphi Advisory Network, LLCAliso Viejo$100⁠-⁠$800/hr, $2,000⁠-⁠$25,000
• Eden FinancialAliso Viejo$300/hr, $300⁠-⁠$4,000
• Truly Unbiased LLCAliso Viejo$250/hr, $1,500⁠-⁠$3,000/mo

Compare all 7 planners in Aliso Viejo