Firm
Nerad + Deppe Wealth Management
La Jolla, California
Fee-only
Nerad + Deppe Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 177 individual clients, 74 of them high net worth.
- Its average account is about $288,000 (assets it manages divided by its 613 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | La Jolla, California |
|---|---|
| Website | nd-wm.com |
| Phone | (858) 457-1325 |
Nerad + Deppe Wealth Management fees
Nerad + Deppe Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee, hourly. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $176 million |
| Individual clients | 103 |
| High-net-worth clients | 74 |
| Accounts managed | 613 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-123689) |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 151284 |