Firm
Privatus Wealth
Rancho Cucamonga, California
Fee-only
Privatus Wealth at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 62 individual clients.
- Its average account is about $66,000 (assets it manages divided by its 110 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Rancho Cucamonga, California |
|---|---|
| Website | privatuswealth.com |
| Phone | (916) 871-8058 |
Privatus Wealth fees
Privatus 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 · Hourly · Performance-based fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 62 |
| Accounts managed | 110 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 329121 |