Firm
Spiritus Financial Planning
Windsor, California
Fee-only
Spiritus Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 3 individual clients, 1 of them high net worth.
- Its average account is about $3.3 million (assets it manages divided by its 2 accounts).
- 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 | Windsor, California |
|---|---|
| Website | spiritusfinancial.com |
| [email protected] | |
| Phone | (707) 237-5212 |
Spiritus Financial Planning 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.
| One-time plan | From $4,000 |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Comprehensive Financial Plan - $4,000-$5,000" source
"Under $500,000 1.25%" source
"We have a $500,000 minimum value for new accounts." source
"Fees for on-going management are calculated as a percentage of your invested assets." 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 | $7 million |
| Individual clients | 2 |
| High-net-worth clients | 1 |
| Accounts managed | 2 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 141372 |
Advisors at this firm (1)
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