Firm
InvestEdge Planning
San Diego, California
Fee-only
InvestEdge Planning 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 21 individual clients, 3 of them high net worth.
- Its average account is about $209,000 (assets it manages divided by its 23 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 | San Diego, California |
|---|---|
| Website | investedgeplanning.com |
| [email protected] | |
| Phone | (858) 240-0139 |
InvestEdge Planning 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 $3,700 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$3700 Individual" source
"> $400K- $1 Mil= 1%" source
"$3700 Individual" source
"choose a one-time financial or retirement plan solution for a flat fee, with a monthly payment subscription option available" 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 | $5 million |
| Individual clients | 18 |
| High-net-worth clients | 3 |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 8, 2026 |
| SEC record | CRD 316167 |