Firm
Augustus Wealth
Long Beach, California
Fee-only
Facts
| Based in | Long Beach, California |
|---|---|
| Website | augustuswealth.com |
| [email protected] | |
| Phone | (562) 270-0045 |
Augustus Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Pay annually, no investment minimums, no commissions" source
"One-time upfront consulting fee, no investment minimums" 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 | $100 million |
| Individual clients | 91 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 317189 |