Firm
Small Victories Wealth
San Jose, California
Fee-only
Facts
| Based in | San Jose, California |
|---|---|
| Website | smallvictorieswealth.com |
| Phone | (408) 465-9082 |
Small Victories Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $948 a year |
|---|---|
| One-time plan | From $600 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Quarterly check-ins that keep your budget current after setup, for less than ongoing planning." source
"Simple $600 one-time" source
"Simple $600 one-time" source
"A one-time package to build a budget in the Monarch account you already have" 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 | $4 million |
| Individual clients | 13 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 318429 |