Firm
Tsai Wealth Management
Pasadena, California
Fee-only
Tsai Wealth Management 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 PFS.
- Its Form ADV reports 1 employee and 14 individual clients.
- Its average account is about $259,000 (assets it manages divided by its 24 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Pasadena, California |
|---|---|
| Website | tsaiwealthmanagement.com |
| Phone | (626) 709-6556 |
Tsai Wealth Management fees
Tsai Wealth Management 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 |
|---|---|
| Assets managed | $6 million |
| Individual clients | 14 |
| Accounts managed | 24 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 151928 |