Firm
Skylark Wealth, LLC
San Francisco, California
Fee-only
Skylark Wealth, LLC 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 and 14 individual clients, 9 of them high net worth.
- Its average account is about $443,000 (assets it manages divided by its 60 accounts).
- Its ongoing planning fee starts at $6,000 a year, in line with the California median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | skylarkwealth.com |
| [email protected] | |
| Phone | (415) 881-7569 |
Skylark Wealth, LLC 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 |
|---|---|
| Asset-based fee | 0.49% to 0.99% a year |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Planning and investment management start at $6,000 per year ($1,500 per quarter) for an individual" source
"0.99% down to 0.49% per year, billed" source
"0.99% down to 0.49% per year, billed" source
"start at $6,000 per year" 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 |
|---|---|
| Assets managed | $27 million |
| Individual clients | 5 |
| High-net-worth clients | 9 |
| Accounts managed | 60 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 283522 |