Team Wealth & Tax Advisors

Team Wealth & Tax Advisors at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 6 advisors are listed here; 4 of 6 hold the CFP.
• Its Form ADV reports 7 employees and 366 individual clients, 79 of them high net worth.
• Its average account is about $317,000 (assets it manages divided by its 793 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Team Wealth & Tax Advisors fees

Team Wealth & Tax Advisors 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

Advisors at this firm (6)

• Brian Owen

• David Leonhart

• Dustin Watts

  CFP

• Jeffry Cole

  CFP

• Jeffry Cole

  CFP

• Leonard Cole

  CFP

Other fee-only firms in Temecula

• AMB Financial
• Granite Wealth Advisors
• Grape

Fee-only advisors in California