Firm
Vistica Wealth Advisors
Carlsbad, California
Fee-only
Facts
| Based in | Carlsbad, California |
|---|---|
| Website | visticawa.com |
| [email protected] | |
| Phone | (760) 854-4003 |
Vistica Wealth Advisors 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 $3,500 a year |
|---|---|
| One-time plan | From $3,500 |
| Hourly | $325 an hour |
| Asset-based fee | 0.25% to 1% a year |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"our annual fee starts at $3,500." source
"fixed fees that typically range between $3,500 - $20,000 for stand-alone financial planning" source
"our hourly consulting rate is $325." source
"Our tiered fees range from 0.25% to 1%" 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 | $260 million |
| Individual clients | 43 |
| Financial planning | Offered |
| Form ADV filed | May 7, 2026 |
| SEC record | CRD 147297 |