Worthique fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$4,000⁠-⁠$8,000

“Fixed fee rates range between $4,000 to $8,000.”

Annual fee

$6,000/yr

“We charge an annual fee of $6,000 for Ongoing Financial Planning.”

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

How Worthique bills

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

• “The annual advisory fee is paid either monthly or quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “Fees are paid either monthly or quarterly in arrears.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. 7 Project-Based Financial Planning Worthique charges either a fixed or hourly fee for Project-Based Financial Planning.”

How Worthique’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 9 other planners in Pleasanton that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$8,000 spans the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 8 other planners in Pleasanton that publish a flat or project fee charge less.
• Its annual fee of $6,000 is below the California median of $6,250. 45% of the 224 other California planners that publish an annual fee charge less.
• 1 of the 2 other planners in Pleasanton that publish an annual fee charge less.

About Worthique

• Principal: Gitanjali Kumar
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

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

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

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Clients

3

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

$758,289

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333101

Website

worthique.com (opens in new tab)

Phone

(510) 676-1044

Other planners in Pleasanton that publish fees

• Abundance AdvisersPleasanton$500/hr, $500
• Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
• Carr Wealth Management LLCPleasanton$150/hr
• Golkonda Investment AdvisorsPleasanton$500⁠-⁠$10,000
• Grant Private Wealth ManagementPleasanton$250/hr, $1,500⁠-⁠$15,000
• Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000

Compare all 14 planners in Pleasanton