Xwealth fees and pricing
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 17, 2026, Xwealth charges $250-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“The negotiated hourly fee for these services is between $250 and $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Xwealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of XWE's fees within five business days of signing the Investment Advisory Contract.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients must pay the prorated performance-based fees for the billing period in which they terminate the Investment Advisory Contract up to and including the day of termination.”
How Xwealth’s fees compare
- Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
- 13 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
About Xwealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $480,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335260
- Phone
- (714) 944-7587
Other planners in Newport Beach that publish fees
- Banta Asset Management LPNewport Beach$350/hr
- Bridge Capital Consulting, LLCNewport Beach$250/hr, $250-$12,000
- Campbell Advisory Services, LLCNewport Beach$150-$300/hr, $1,500-$5,000
- Centriplan, LLCNewport Beach$250-$300/hr, $1,000-$5,000
- Crystal Cove Asset ManagementNewport Beach$1,500-$10,000
- Hall Financial WellnessNewport Beach$500-$5,000, $1,500-$10,000/yr
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.