Firm
Strateon Intelligent Wealth
Simi Valley, California
Fee-only
Strateon Intelligent Wealth 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 8 individual clients, 7 of them high net worth.
- Its ongoing planning fee starts at $6,000 a year, in line with the California median of $6,000.
- Its hourly rate of $375 is above the California median of $300.
- 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 | Simi Valley, California |
|---|---|
| Website | strateonintelligentwealth.com |
| [email protected] | |
| Phone | (805) 864-6555 |
Strateon Intelligent 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 $6,000 a year |
|---|---|
| One-time plan | From $9,000 |
| Hourly | $375 an hour |
| How it charges | Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$6,000 Annually" source
"$9,000" source
"$375 / Hour" source
"$375 / Hour" 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 1 |
| High-net-worth clients | 7 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 309062 |