White Sail Advisors LLC fees and pricing

Financial planner in Huntington Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, White Sail Advisors LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “AND CONSULTING White Sail charges an hourly fee of $250 per hour for financial planning.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“If margin is utilized, the fees will be billed based on the net 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.”

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.
1 of the 6 other planners in Huntington Beach that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 20
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $4,660,743
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 315447
Phone: (714) 614-1731

Is something on this page wrong or out of date?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.