Weatherly Asset Management fees and pricing
Financial planner in Del Mar, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Weatherly Asset Management charges a quarterly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $2,500/qtr
“For new clients with accounts opening on or after January 31, 2023, the minimum fee for Assets Under Management is $2500 per quarter, billed in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Weatherly Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management fees are billed quarterly in advance, meaning that we invoice the client at the beginning of the quarter and utilize the balance of the last day of the previous quarter.”
- “Payment in full is expected upon invoice presentation and is typically deducted directly from the clients’ account and the invoice is included in their quarterly statement.”
- “The client must provide written consent in advance to direct debiting of their investment account for advisory services.”
About Weatherly Asset Management
“Weatherly Asset Management (WAM), founded in 1994, provides confidential investment management and personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.”
- Firm size: 16 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 1994 (32 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 371
- Employees
- 16
- 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, portfolio management for businesses and institutions, pension consulting, and newsletters and publications
- Assets managed
- $1,677,953,909
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106935
- Phone
- (858) 259-4507
Can advise clients in 12 states: Arizona, California, Florida, Illinois, Louisiana, Massachusetts, New Hampshire, Nevada, New York, Oregon, Texas, Washington
Other planners in Del Mar that publish fees
- Flightpath Financial PlanningDel Mar$250-$375/hr, $400-$2,000
- Torrey Growth & Income Advisors, LLCDel Mar$250/hr
- 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
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.