Firm
Weatherly Asset Management
Del Mar, California
Fee-only
Facts
| Based in | Del Mar, California |
|---|---|
| Website | weatherlyassetmgt.com |
| Phone | (858) 259-4507 |
Weatherly Asset Management fees
Weatherly Asset 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 · Fixed fees |
|---|---|
| Assets managed | $1.7 billion |
| Individual clients | 90 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 106935 |