Firm
Wealth-Source Financial
Oakland, California
Fee-only
Wealth-Source Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its average account is about $52,000 (assets it manages divided by its 58 accounts).
- Its ongoing planning fee starts at $4,200 a year, below the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Oakland, California |
|---|---|
| Website | wealth-sourcefinancial.com |
| [email protected] | |
| Phone | (415) 202-3820 |
Wealth-Source Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| One-time plan | From $750 |
| How it charges | Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"Minimum annual fee starts at $4,200." source
"Starting price — varies by graduation date & complexity" source
"Minimum annual fee starts at $4,200. Paid monthly to help you manage cash flow." source
"Once you reach $300,000 in assets under my management, we switch to AUM." 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 17 |
| High-net-worth clients | 4 |
| Accounts managed | 58 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 300055 |