Win Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$750/hr

“Our hourly rate is $750.”

Flat or project fee

$500⁠-⁠$2,500

“Ongoing Financial Planning WPW collects an initial fee, ranging from $500 to $2,500, covering the initial construction of the comprehensive financial plan.”

Annual fee

$6,000⁠-⁠$30,000/yr

“Thereafter, we charge a recurring fixed fee ranging from $6,000 to $30,000 annually, paid monthly or quarterly in advance.”

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

How Win Private Wealth 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.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid monthly in advance based on the value of Client's account(s) as of the last day of the billing period.”

How Win Private Wealth’s fees compare

• Its hourly rate of $750 is above the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Elk Grove 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.
• 1 of the 2 other planners in Elk Grove that publish a flat or project fee charge less.
• Its annual fee of $6,000-$30,000 spans the California median of $6,250. 84% of the 224 other California planners that publish an annual fee charge less.

About Win Private Wealth

• Principal: Malique Micenheimer
• Firm size: 2 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

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% a year

Clients

14

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$2,983,078

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338220

Website

winprivatewealth.com (opens in new tab)

Phone

(209) 390-2246

Can advise clients in 2 states: California, Louisiana

Other planners in Elk Grove that publish fees

• Mature Money Management, IncElk Grove$200/hr, $2,500
• Strategic Retirement Advisors, LLCElk Grove$190/hr
• The Jones Stewardship Group, LLCElk Grove$200⁠-⁠$2,000
• 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

Compare all 6 planners in Elk Grove