Firm
Finmentum
Elk Grove, California
Fee-only
Finmentum at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 7 individual clients, 6 of them high net worth.
- Its average account is about $399,000 (assets it manages divided by its 7 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Elk Grove, California |
|---|---|
| Website | finmentum.com |
| Phone | (916) 430-9001 |
Finmentum 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 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Tier 1 $0 – $1,000,000 1.00 % / yr" source
"Above $3,000,000 0.70 % / yr" source
"Tier 1 $0 – $1,000,000 1.00 % / yr" source
"Billed quarterly on the assets we manage; the rate falls as your wealth grows." 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 1 |
| High-net-worth clients | 6 |
| Accounts managed | 7 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 339822 |