Firm
Wonder Wealth LLC
San Diego, California
Fee-only
Wonder Wealth 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 2 employees and 34 individual clients, 1 of them high net worth.
- Its average account is about $121,000 (assets it manages divided by its 51 accounts).
- Its ongoing planning fee starts at $4,000 a year, below the California median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | wonderwealthfp.com |
| [email protected] | |
| Phone | (470) 226-5430 |
Wonder Wealth 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 $4,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"Single: $4,000/year ($333/month)" source
"1% to $1M, 0.85% at $1-2M, 0.7% at $2-3M, 0.5% at $3M+" source
"The Ongoing Wealth Management Fee is 1% of the portfolio size being managed." 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 | $6 million |
| Individual clients | 33 |
| High-net-worth clients | 1 |
| Accounts managed | 51 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 315390 |