Satori Wealth Management Inc. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 33 individual clients, 19 of them high net worth.
- Its average account is about $588,000 (assets it manages divided by its 127 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | satoriwealth.com |
Questions about Satori Wealth Management Inc.
How is Satori Wealth Management Inc. paid?
Satori Wealth Management Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Satori Wealth Management Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Satori Wealth Management Inc., and 2 hold the CFP.
What is the average account at Satori Wealth Management Inc.?
Satori Wealth Management Inc.'s average account is about $588,000. That's the assets on its Form ADV divided by its 127 accounts.
What does Satori Wealth Management Inc. specialize in?
Satori Wealth Management Inc.'s advisors and website list retirement planning, tax planning and estate & legacy planning.
Satori Wealth Management Inc. fees
Satori Wealth Management Inc. 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 | $75 million |
| Individual clients | 14 |
| High-net-worth clients | 19 |
| Accounts managed | 127 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 27, 2026 |
| SEC record | CRD 287979 |