Pacific Wealth Advisors (PWA) offers financial advice and planning to individuals, businesses, and pension plans. For individuals, this includes retirement, education, major purchases, insurance, investment, and estate planning. PWA also provides retirement consulting services to pension plans, plan sponsors, and third-party administrators, including asset selection, employee education, investment policy support, and vendor analysis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered at a maximum of $400 per hour, as negotiated.
- Flat fees for financial planning range from $0 to $25,000, depending on the complexity of the plan.
One-Time Plan:$0 - $25,000
Hourly Rate:Up to $400/hr
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