Firm
FPC Wealth
Petaluma, California
Fee-only
FPC Wealth at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 162 individual clients, 92 of them high net worth.
- Its average account is about $484,000 (assets it manages divided by its 753 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Petaluma, California |
|---|---|
| Website | fpcwealth.com |
| Phone | (707) 795-0500 |
FPC 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $2,000,000 1.00%" source
"Over On amounts above $10,000,000 0.50%" source
"First $2,000,000 1.00%" source
"we charge an ongoing fixed fee that is based on the asset total we manage for each client" 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 | $365 million |
| Individual clients | 70 |
| High-net-worth clients | 92 |
| Accounts managed | 753 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-112493) |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 122728 |