Firm
Illumination Wealth Management
San Diego, California
Fee-only
Facts
| Based in | San Diego, California |
|---|---|
| Website | illuminationwealth.com |
| Phone | (858) 246-6855 |
Illumination Wealth Management 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.
| Ongoing planning | From $18,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"The minimum fee for our advisory services is $1,500 per month." source
"Our fee includes all financial life planning, investment management as well as unlimited and unbiased advice." source
"The minimum fee for our advisory services is $1,500 per month." 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 | $471 million |
| Individual clients | 66 |
| Financial planning | Offered |
| Form ADV filed | May 19, 2026 |
| SEC record | CRD 149576 |