Firm
Del Mar Wealth Management
Del Mar, California
Fee-only
Del Mar Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 72 individual clients, 58 of them high net worth.
- Its average account is about $646,000 (assets it manages divided by its 263 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Del Mar, California |
|---|---|
| Website | delmarwm.com |
| Phone | (858) 480-3818 |
Del Mar Wealth Management fees
Del Mar Wealth Management 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $170 million |
| Individual clients | 14 |
| High-net-worth clients | 58 |
| Accounts managed | 263 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-119990) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 175022 |