Firm
The Wealth Conservatory
Plymouth, California
Fee-only
The Wealth Conservatory at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 121 individual clients, 58 of them high net worth.
- Its average account is about $386,000 (assets it manages divided by its 359 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Plymouth, California |
|---|---|
| Website | wealthconservatory.com |
| [email protected] | |
| Phone | (800) 472-1844 |
The Wealth Conservatory fees
The Wealth Conservatory doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, ongoing planning fee. 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 | $138 million |
| Individual clients | 63 |
| High-net-worth clients | 58 |
| Accounts managed | 359 |
| Employees | 4 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-132219) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 115932 |