Firm
Wildflower Financial LLC
Santa Cruz, California
Fee-only
Wildflower Financial LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 17 individual clients, 7 of them high net worth.
- Its average account is about $236,000 (assets it manages divided by its 50 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Cruz, California |
|---|---|
| Website | wildflowerfinancial.com |
| [email protected] | |
| Phone | (831) 854-7291 |
Wildflower Financial LLC 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 $7,200 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Minimum fee is $7,200 per year." 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 | $12 million |
| Individual clients | 10 |
| High-net-worth clients | 7 |
| Accounts managed | 50 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | May 5, 2026 |
| SEC record | CRD 289288 |