Firm
Aquila Wealth Advisors
San Luis Obispo, California
Fee-only
Aquila Wealth Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 36 individual clients, 29 of them high net worth.
- Its average account is about $165,000 (assets it manages divided by its 125 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Luis Obispo, California |
|---|---|
| Website | aquilawealth.com |
| [email protected] | |
| Phone | (805) 250-4552 |
Aquila Wealth Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,200 a year |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Individuals: $7,200 per year." source
"$0 - $100,000 | 1.5%" source
"ranging from 0.90%-1.5% of the investment account balance per year" source
"ranging from 0.90%-1.5% of the investment account balance per year" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 7 |
| High-net-worth clients | 29 |
| Accounts managed | 125 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | May 19, 2026 |
| SEC record | CRD 290083 |