Wellacre Global Wealth Advisors

Wellacre Global Wealth Advisors at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 82 individual clients, 43 of them high net worth.
• Its average account is about $426,000 (assets it manages divided by its 245 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Wellacre Global Wealth Advisors fees

Wellacre Global Wealth Advisors 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

Advisors at this firm (2)

• Adam Scott

  CFP

• Julian Scott

Other fee-only firms in Santa Monica

• Cycle Financial Planning
• Five Oceans Advisors
• Guttman Financial Planning
• MB Blue GP
• Mcdonald Hartman Wealth Advisors
• Refresh Investments LLC
• Serenus Wealth Advisors
• Sierra Investment Management

Fee-only advisors in California