PlannerFees

Wonder Wealth LLC fees and pricing

Financial planner in San Diego, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Wonder Wealth LLC charges $200⁠-⁠$300 an hour, a flat or project fee of $1,000, a monthly fee of $200⁠-⁠$1,000, and a quarterly fee of $600⁠-⁠$3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$300/hr
“The fee is paid 50% upfront with the remainder due upon delivery of the plan. ● Hourly Project-Based Financial Planning Services The Hourly Project-Based Financial Planning is offered at an hourly rate ranging between $200-$300 depending on the complexity and the needs of the client, and on the estimated number of…”
Flat or project fee
$1,000
“If a client brings on a new individual to the planning relationship after the initial plan has been delivered, WW reserves the right to charge a $1,000 “Financial Plan Re-Work Fee” to compensate for the additional work, billable as a 1x invoice upfront.”
Monthly fee
$200⁠-⁠$1,000/mo
“For clients paying monthly, the fee is $200-$1,000 per month.”
Quarterly fee
$600⁠-⁠$3,000/qtr
“For clients paying quarterly, the fee is $600-$3,000 per quarter.”

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

How Wonder Wealth LLC bills

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

  • “Ongoing Holistic Financial Planning consists of an ongoing fee that is paid in advance, either monthly or quarterly.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “The remaining difference between what has been billed to date and the applicable minimum fee will be billed as a 1x invoice to the client at termination to ensure the minimum total fee is met.”

How Wonder Wealth LLC’s fees compare

  • Its hourly rate of $200-$300 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
  • 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
  • Its flat or project fee of $1,000 is below the California median of $5,000. 9% of the 796 other California planners that publish a flat or project fee charge less.
  • 5 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Wonder Wealth LLC

“Upon engaging us for ongoing financial planning, the adviser will deliver a series of next steps and recommendations to the client based on a detailed financial plan the adviser creates that’s designed to help the client achieve his or her stated financial goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jonathan Grannick
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • 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
3% a year
Minimum
$2,500 minimum fee (stated in brochure)
Clients
34
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$6,190,305
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
315390
Website
wonderwealthfp.com/blog (opens in new tab)
Phone
(619) 537-9680

Can advise clients in 2 states: California, Louisiana

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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.