Firm
Trusted Path Wealth Management
Santa Rosa, California
Fee-only
Trusted Path Wealth Management 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 1 employee and 3 individual clients, 1 of them high net worth.
- Its average account is about $511,000 (assets it manages divided by its 7 accounts).
- Its ongoing planning fee starts at $3,600 a year, below the California median of $6,000.
- Its hourly rate of $300 is in line with 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 | Santa Rosa, California |
|---|---|
| Website | trustedpathwealth.com |
| Phone | (707) 264-1235 |
Trusted Path Wealth Management 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 $3,600 a year |
|---|---|
| One-time plan | From $3,600 |
| Hourly | $300 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $300,000 |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"fees are paid quarterly in arrears, ranging from $3,600 to $10,500" source
"Fixed fee rates range between $3,600 and $10,500." source
"Our hourly rate is $300." source
"$0 - $2,500,000 1.00%" 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 | $4 million |
| Individual clients | 2 |
| High-net-worth clients | 1 |
| Accounts managed | 7 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 29, 2026 |
| SEC record | CRD 336395 |