Firm
Hesperian Wealth LLC
Folsom, California
Fee-only
Hesperian Wealth LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 5 individual clients, 1 of them high net worth.
- Its average account is about $144,000 (assets it manages divided by its 20 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 | Folsom, California |
|---|---|
| Website | hesperianwealth.com |
| [email protected] | |
| Phone | (916) 546-5203 |
Hesperian Wealth LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"A comprehensive initial financial plan starts at just $3,000." source
"There’s no investment minimum to work with us" source
"We charge a fee of 1% or lower on your total investment assets." source
"Once we deliver your plan, your quarterly planning subscription begins." 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 | $3 million |
| Individual clients | 4 |
| High-net-worth clients | 1 |
| Accounts managed | 20 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 317351 |