Recalibrating Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
About
Recalibrating Wealth is a fee-only independent investment adviser that provides wealth management and financial planning to individual clients, including high-net-worth individuals. The firm offers discretionary portfolio management alongside written financial plans delivered on ongoing, one-time, or project bases.
Its investment approach blends modern portfolio theory with both passive and active strategies and uses fundamental analysis to select funds and individual securities; portfolios are constructed with asset allocation and long-term holding in mind and can be tailored to client-imposed restrictions. Financial planning is integrated into the advisory relationship, with periodic monitoring and ongoing reviews to align investment oversight with clients’ goals and risk tolerances.
Distinctive aspects include the firm’s provision of educational seminars and speaking engagements — a service that is uncommon among independent advisers — offered virtually or in person and structured as standalone engagements. The practice also appears to concentrate on a small, primarily higher-net-worth client base and is led by a principal with combined financial planning and accounting credentials and prior institutional experience, which is less typical for a recently established independent adviser.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Cash flow / budgeting
Business ownership considerations
Fee options
One-Time Comprehensive Financial Planning fee ranges from $3,000 to $10,000; Ongoing Comprehensive Financial Planning fee ranges from $6,000 to $20,000 per year.
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Project-Based Financial Planning hourly rate is $300 per hour.
Minimum fee: Minimum annual portfolio management fee of $6,000 ($1,500 quarterly) applies for each client relationship. Fee-only: Wealth Management and Financial Planning fees only; no commissions accepted.
Main office location
Recalibrating Wealth
Fountain Valley CA, United States
Number of offices
1
Most active in
Recalibrating Wealth has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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