How We Work with Clients

Office - Reviewing a document during a meeting




At Pacific Crest Wealth Planning, we are a team of CERTIFIED FINANCIAL PLANNER™ practitioners. This means that we act in a fiduciary capacity, obligated by the CFP® Code of Ethics to put our client's interest before our own. Clients choose to engage with us for investment management and financial planning services. For our investment management services, we are compensated with an annual fee based upon the amount of money we manage on our client's behalf. This fee is billed quarterly in advance and debited from their account(s). In addition, specific fees and expenses associated with individual investment products may apply. All fees and expenses are fully disclosed and explained before the relationship begins. Our fee schedule for investment management services is available here. For financial planning services, we are compensated based upon the complexity of a client's financial situation. Our fee schedule for financial planning services is available here. For complete details on our products and services, please see our Brochure Form ADV Part 2A here.