Firm
Potentia Wealth
San Jose, California
Fee-only
Potentia Wealth at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 16 employees and 722 individual clients, 392 of them high net worth.
- Its average account is about $454,000 (assets it manages divided by its 1,253 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Jose, California |
|---|---|
| Website | potentiawealth.com |
| Phone | (408) 288-7886 |
Potentia Wealth fees
Potentia Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $569 million |
| Individual clients | 330 |
| High-net-worth clients | 392 |
| Accounts managed | 1,253 |
| Employees | 16 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-129366) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 329135 |