Firm
WealthDevs
Santa Cruz, California
Fee-only
WealthDevs 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 27 individual clients, 8 of them high net worth.
- Its average account is about $247,000 (assets it manages divided by its 93 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the California median of $6,000.
- Its hourly rate of $250 is below the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Cruz, California |
|---|---|
| Website | wealthdevs.com |
| Phone | (408) 341-9565 |
WealthDevs 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 $10,000 a year |
|---|---|
| One-time plan | From $499 |
| Hourly | $250 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$ 10k Annual fee billed monthly" source
"$ 499 (and up, depending on complexity)" source
"Standalone projects are billed at a rate of $250 per hour" source
"1% Of annual assets under management" 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 | $23 million |
| Individual clients | 19 |
| High-net-worth clients | 8 |
| Accounts managed | 93 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 311049 |