Firm
Carlsbad Wealth Advisory Group
Carlsbad, California
Fee-only
Carlsbad Wealth Advisory Group at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 248 individual clients, 80 of them high net worth.
- Its average account is about $335,000 (assets it manages divided by its 710 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Carlsbad, California |
|---|---|
| Website | carlsbadwealth.com |
| Phone | (760) 607-0812 |
Carlsbad Wealth Advisory Group 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"1% annually for the first $500,000; plus" source
"we have an investable asset minimum of $1,000,000 for all new clients." source
"Fees for investment management, supervision, and planning (yes, we include planning as part of the AUM fee)" 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 |
|---|---|
| Assets managed | $238 million |
| Individual clients | 168 |
| High-net-worth clients | 80 |
| Accounts managed | 710 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-107521) |
| Financial planning | Offered |
| Form ADV filed | August 4, 2026 |
| SEC record | CRD 146587 |