Wealthvalues, LLC fees and pricing
Financial planner in Redwood City, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Wealthvalues, LLC charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Fees for planning services are generally set at a fixed fee of not less than $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthvalues, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Copies of the fee invoices will be mailed to Client as required.”
- “In consideration for the WealthValues’ services, the Client will pay the WealthValues a fee quarterly in advance pursuant to one of the options selected below.”
- “Fees for partial quarters at the commencement or termination of this Agreement will be prorated based on the number of days that Ongoing Wealth Management Services were provided during the quarter.”
How Wealthvalues, LLC’s fees compare
- Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
- 4 of the 6 other planners in Redwood City that publish a flat or project fee charge less.
About Wealthvalues, LLC
“B WealthValues offers a wide range of Wealth Management services to its Clients.”
- Firm size: 5 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% a year
- Clients
- 25
- Employees
- 5
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $466,520,722
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140004
- Phone
- (650) 941-5530
Can advise clients in 2 states: California, Texas
Other planners in Redwood City that publish fees
- Brightview Financial SolutionsRedwood City$300/hr, $2,500-$6,000
- Carico Private Wealth ManagementRedwood City$300/hr, $1,000-$2,500
- FocusyouRedwood City$300-$500/hr
- Griffin Black, LLCRedwood City$350/hr, $2,500
- Nancy K Weeks Associates, LLCRedwood City$450-$600/hr, $10,000-$30,000
- Redwood Park AdvisorsRedwood City$250/hr, $2,000-$5,000
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.