Firm
Recalibrating Wealth
Fountain Valley, California
Fee-only
Recalibrating 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 CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $6,000 a year, in line with the California median of $6,000.
- Its hourly rate of $300 is in line with the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Fountain Valley, California |
|---|---|
| Website | recalibratingwealth.com |
| [email protected] | |
| Phone | (949) 482-1765 |
Recalibrating Wealth 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.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $3,000 |
| Hourly | $300 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Flat fee starting at $6,000 per year** (billed monthly)" source
"$3,000 for singles" source
"at a rate of $300 per hour" source
"Fees start at 1.00% and decrease to 0.50% based on assets managed" 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 |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 338413 |