Wilsey Asset Management Incorporated fees and pricing

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

$350⁠-⁠$400/hr

“WAM’s consulting fees range from $350.00 to $400.00 per hour and are billed in one-hour minimum increments.”

Flat or project fee

$1,500⁠-⁠$10,000

“Financial planning fees range from $1,500 to $10,000 as negotiated between WAM and client.”

Monthly fee

$50/mo

“Typically, for ongoing services, a $50.00 monthly retainer is required.”

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

How Wilsey Asset Management Incorporated bills

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

• “For client account(s) custodied at Charles Schwab & Co or LPL, management fees are assessed monthly, paid in advance, and are based on the aggregate contribution amounts of all account(s) as of the last day of the month.”
• “In the event this Agreement is terminated, WAM’s fees will be prorated through the date of termination and such prorated fees will be assessed through the last date of service and any refunds due will be issued at the end of the month.”

How Wilsey Asset Management Incorporated’s fees compare

• Its hourly rate of $350-$400 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• 54 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 37 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Wilsey Asset Management Incorporated

• Firm size: 9 employees.
• Registered as an adviser: 2009 (17 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

844

Employees

9

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$768,472,183

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

130482

Website

instagram.com/chasewilsey (opens in new tab)

Phone

(858) 224-0004

Can advise clients in 14 states: Arizona, California, Georgia, Idaho, Montana, North Carolina, New Hampshire, Nevada, New York, Texas, Utah, Virginia, Washington, Wisconsin

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