Firm
Colton Wealth Management
Arcadia, California
Fee-only
Colton Wealth Management 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 107 individual clients, 37 of them high net worth.
- Its average account is about $504,000 (assets it manages divided by its 268 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Arcadia, California |
|---|---|
| Website | coltonwm.com |
| [email protected] | |
| Phone | (626) 233-3752 |
Colton Wealth Management fees
Colton Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 |
|---|---|
| Assets managed | $135 million |
| Individual clients | 70 |
| High-net-worth clients | 37 |
| Accounts managed | 268 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-129801) |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 150486 |