Zermatt Wealth Advisors fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 15, 2026, Zermatt Wealth Advisors charges an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,000/yr
“There is a minimum annual retainer fee of $1,000. 401(K) SERVICES The Adviser normally charges an annual fee for 401(k) consultation services as detailed in the “CA” agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Zermatt Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At termination, fees will be billed on a pro rata basis for the portion of the quarter completed.”
- “In the first quarter, the fee will be prorated based on the number of days that the account was open during the quarter.”
- “The retainer fee will be reflected in Schedule A of the “CA” and will be billed quarterly, in arrears.”
How Zermatt Wealth Advisors’ fees compare
- Its annual fee of $1,000 is below the California median of $6,250. 8% of the 224 other California planners that publish an annual fee charge less.
- 3 of the 21 other planners in San Diego that publish an annual fee charge less.
About Zermatt Wealth Advisors
- Firm size: 5 employees.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
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
- 1.25% a year
- Clients
- 260
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $206,868,931
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307404
- Phone
- (619) 491-0225
Can advise clients in 8 states: California, Colorado, Florida, Illinois, North Carolina, Ohio, Texas, Virginia
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
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.