Wellacre Global Wealth Advisors fees and pricing
Financial planner in Santa Monica, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 27, 2026, Wellacre Global Wealth Advisors charges a flat or project fee of $5,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$25,000
“Flat fees range from $5,000 to $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wellacre Global Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are negotiable and will be deducted from client account(s).”
- “In rare cases, our firm will agree to directly invoice.”
How Wellacre Global Wealth Advisors’ fees compare
- Its flat or project fee of $5,000-$25,000 is above the California median of $5,000. 89% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 5 other planners in Santa Monica that publish a flat or project fee charge less.
About Wellacre Global Wealth Advisors
- Principal: Adam Scott
- Firm size: 2 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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
- Clients
- 82
- 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, and pension consulting
- Assets managed
- $104,340,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306770
- Phone
- (310) 220-4946
Other planners in Santa Monica that publish fees
- Abacus Wealth PartnersSanta Monica$10,000/yr
- Capital Intelligence Advisors, Inc.Santa Monica$150-$500/hr, $500-$20,000
- Daniel M. Stern, LLCSanta Monica$350/hr
- Eddy Financial, LLCSanta Monica$500/hr, $10,000
- Gerber Kawasaki Wealth & Investment ManagementSanta Monica$500-$1,000/hr
- MGN and Co LLCSanta Monica$100-$300/hr, $200-$1,000/yr
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.