Firm
Orchard City Wealth Management, LLC
Los Gatos, California
Fee-only
Orchard City Wealth Management, 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 3 employees and 55 individual clients, 39 of them high net worth.
- Its average account is about $457,000 (assets it manages divided by its 254 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Gatos, California |
|---|---|
| Website | orchardcitywm.com |
| [email protected] | |
| Phone | (669) 237-3006 |
Orchard City Wealth Management, 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.
| Asset-based fee | 1.4% a year on the first tier of assets |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"From $0 to $500,000 1.40%" source
"a flat fee generally ranging between $10,000 and $30,000 per year based on a proprietary complexity matrix" source
"a flat fee generally ranging between $10,000 and $30,000 per year based on a proprietary complexity matrix" 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 | $116 million |
| Individual clients | 16 |
| High-net-worth clients | 39 |
| Accounts managed | 254 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136491) |
| Financial planning | Offered |
| Form ADV filed | May 14, 2026 |
| SEC record | CRD 292274 |