Firm
Future Wealth
Los Gatos, California
Fee-only
Future Wealth 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 29 individual clients, 23 of them high net worth.
- Its average account is about $514,000 (assets it manages divided by its 147 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Gatos, California |
|---|---|
| Website | futurewealthllc.com |
| Phone | (408) 839-4430 |
Future 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 | 0.5% to 0.7% a year |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets |
In the firm's words
"advisory fees varies from just 0.5% per year to 0.7% per year" source
"advisory fees varies from just 0.5% per year to 0.7% per year" source
"There is a 100,000 minimum" source
"depending on the amount invested, advisory fees varies from just 0.5% per year to 0.7% per year" 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 · Fixed fees |
|---|---|
| Assets managed | $76 million |
| Individual clients | 6 |
| High-net-worth clients | 23 |
| Accounts managed | 147 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 283911 |