Firm
Worthique LLC
San Francisco, California
Fee-only
Worthique 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 3 individual clients, 2 of them high net worth.
- Its average account is about $758,000 (assets it manages divided by its 1 accounts).
- Its ongoing planning fee starts at $6,000 a year, in line with the California median of $6,000.
- Its hourly rate of $300 is in line with the California median of $300.
- 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 Francisco, California |
|---|---|
| Website | worthique.com |
| [email protected] | |
| Phone | (742) 767-4214 |
Worthique 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 $6,000 a year |
|---|---|
| One-time plan | From $4,000 |
| Hourly | $300 an hour |
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Monthly Fee: $500" source
"$4,000 - $8,000" source
"Standard Rate : $300/hour" source
"Standard Rate : $300/hour" 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 | $1 million |
| Individual clients | 1 |
| High-net-worth clients | 2 |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 333101 |