Weisberg Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$15,000

“Services are offered based on a flat fee between $500 and $15,000.”

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

How Weisberg Capital Management bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If margin is utilized, the fees will be billed based on the gross asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Weisberg Capital Management’s fees compare

• Its flat or project fee of $500-$15,000 spans the California median of $5,000. 72% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Palm Desert that publish a flat or project fee charge less.

About Weisberg Capital Management

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and EA.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

1.9% a year

Clients

71

Employees

2

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 selecting other advisers

Assets managed

$13,034,882

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333843

Website

weisbergcapital.com (opens in new tab)

Phone

(760) 999-4015

Other planners in Palm Desert that publish fees

• Agewise Financial Inc.Palm Desert$1,500⁠-⁠$2,000
• Hardworking Capital Advisors, LLCPalm Desert$500/hr, $250⁠-⁠$35,000
• 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

Compare all 7 planners in Palm Desert