WWM Financial fees and pricing
Financial planner in Carslbad, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 12, 2026, WWM Financial charges $350 an hour and a flat or project fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly fees are $350.”
- Flat or project fee
- $2,500-$20,000
“Flat fees are negotiable and generally range from $2,500 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How WWM Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Flat fees are negotiable and billed quarterly in advance.”
- “Upon notice of termination our firm will process a pro-rata refund of the unearned portion of the advisory fees charged in advance.”
How WWM Financial’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$20,000 spans the California median of $5,000. 84% of the 796 other California planners that publish a flat or project fee charge less.
About WWM Financial
- Firm size: 8 employees.
- Registered as an adviser: 2011 (15 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
- 545
- Employees
- 8
- 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, selecting other advisers, and educational seminars and workshops
- Assets managed
- $381,817,788
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 157620
- Phone
- (760) 692-5190
Can advise clients in 12 states: Arizona, California, Florida, Illinois, Indiana, Louisiana, Nevada, New York, Oregon, Texas, Utah, Washington
Other planners in California that publish fees
- 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
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.