Firm
Spiegelman Wealth Management
Walnut Creek, California
Fee-only
Facts
| Based in | Walnut Creek, California |
|---|---|
| Website | spiegelmanwealth.com |
| Phone | (925) 385-6200 |
Spiegelman Wealth Management fees
Spiegelman Wealth Management 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 |
|---|---|
| Assets managed | $443 million |
| Individual clients | 86 |
| Financial planning | Offered |
| Form ADV filed | June 22, 2026 |
| SEC record | CRD 336637 |