Firm
Swell Financial
Costa Mesa, California
Fee-only
Swell Financial 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 40 individual clients, 12 of them high net worth.
- Its average account is about $665,000 (assets it manages divided by its 42 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Costa Mesa, California |
|---|---|
| Website | swellfinancialpartners.com |
| [email protected] | |
| Phone | (949) 375-3294 |
Swell Financial fees
Swell Financial 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 28 |
| High-net-worth clients | 12 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 317029 |