Pleasanton Wealth

Pleasanton Wealth 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 CFA.
• Its Form ADV reports 1 employee and 15 individual clients.
• Its average account is about $71,000 (assets it manages divided by its 15 accounts).
• Its website says it's taking new clients.

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Pleasanton Wealth fees

Pleasanton Wealth 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. 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

Advisors at this firm (1)

• Samah Naguib

  CFA

Other fee-only firms in Pleasanton

• The R.L. Brown Advisory Group
• Adap Tax Financial, Inc
• Carr Wealth Management
• Grant Private Wealth Management
• Kaizen Financial Strategies
• Mirador Capital Partners

Fee-only advisors in California