Firm
CAVU Wealth Advisors
Walnut Creek, California
Fee-only
CAVU Wealth Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 81 individual clients, 26 of them high net worth.
- Its average account is about $2.1 million (assets it manages divided by its 81 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Walnut Creek, California |
|---|---|
| Website | cavuwealth.com |
| Phone | (925) 289-9902 |
CAVU Wealth Advisors fees
CAVU Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $172 million |
| Individual clients | 55 |
| High-net-worth clients | 26 |
| Accounts managed | 81 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135537) |
| Financial planning | Offered |
| Form ADV filed | May 4, 2026 |
| SEC record | CRD 340677 |