Wentworth-Baer Wealth Management fees and pricing
Financial planner in San Pedro, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 21, 2026, Wentworth-Baer Wealth Management charges $250 an hour and a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $500-$2,500
“Fixed fee rates range between $500 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wentworth-Baer Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Wentworth-Baer Wealth Management’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$2,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
About Wentworth-Baer Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- 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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340427
- Phone
- (424) 215-6701
Other planners in California that publish fees
- 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
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.