Firm
Wealth In Yourself
Zephyr Cove, Nevada
Fee-only
Facts
| Based in | Zephyr Cove, Nevada |
|---|---|
| Website | wealthinyourself.com |
| Phone | (415) 915-5948 |
Wealth In Yourself 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 $15,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"$15,000 annual minimum fee applies at all net worth levels." source
"All of this, coordinated. One transparent monthly fee." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 12 |
| Financial planning | Offered |
| Form ADV filed | June 26, 2026 |
| SEC record | CRD 322123 |