Firm
Everest Private Wealth
Cupertino, California
Fee-only
Facts
| Based in | Cupertino, California |
|---|---|
| Website | everestprivatewealth.com |
| Phone | (408) 502-6015 |
Everest Private Wealth 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.
| Account minimum | $2,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"affluent families with investable assets exceeding $2 Million" 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 | $411 million |
| Individual clients | 4 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 142945 |