Firm
CareGen Wealth Management
San Mateo, California
Fee-only
CareGen Wealth Management 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 2 employees and 51 individual clients, 29 of them high net worth.
- Its average account is about $733,000 (assets it manages divided by its 150 accounts).
- Its ongoing planning fee starts at $3,600 a year, below the California median of $6,000.
- Its hourly rate of $450 is above the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Mateo, California |
|---|---|
| Website | caregenwealth.com |
| [email protected] | |
| Phone | (650) 288-3060 |
CareGen Wealth Management 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 $3,600 a year |
|---|---|
| One-time plan | From $7,500 |
| Hourly | $450 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Hourly · Ongoing planning fee |
In the firm's words
"ongoing financial planning with a fee that can range between $900 and $10,000 per quarter" source
"project-based financial planning with a fee that can range between $7,500 and $25,000" source
"hourly project work with a fee of $450 per hour" source
"Assets between $0 to $2,000,000 are billed at 1.0% 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $110 million |
| Individual clients | 22 |
| High-net-worth clients | 29 |
| Accounts managed | 150 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-137047) |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 315313 |