Wonder Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wonder Wealth LLC serves individual clients through ongoing holistic financial planning, discretionary investment management, and project- or hourly-based planning engagements. The firm’s brochure specifies advice across common instruments such as stocks, bonds, mutual funds, ETFs, and cash equivalents, and offers standalone investment management as well as integrated planning services.
The firm describes a primarily passive investment approach—constructing index-based portfolios to meet asset-allocation targets—while employing fundamental analysis when selecting investments and providing ongoing monitoring and annual plan reviews. It operates with discretionary trading authority, conducts quarterly account reviews, and directs clients to use specified custodians (Altruist or Schwab); the firm also states it does not aggregate client trades and will not provide written reports to investment advisory clients.
Compared with peers, Wonder Wealth is a small, single-advisor practice with modest reported discretionary assets under management (about $2.45 million as of December 31, 2024), which suggests it primarily serves non-high-net-worth individuals—an uncommon profile for supported firms. The brochure also discloses a number of operational distinctions (no wrap-fee programs, no soft-dollar benefits, proxy voting left to clients, and a planning-fee discount structure tied to assets under management) that differentiate its business model from larger advisory shops.
Client services
Expertise
Demographic focus
Fee options
Initial Financial Planning Engagement fixed fee: $2,500-$10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.70% annually $3,000,000+: 0.50% annually
Hourly Project-Based Financial Planning Services: $200-$300 per hour, 2-hour minimum
Minimum fee: $500/year minimum for Investment Management services Fee-only: Ongoing Holistic Financial Planning fees: $200-$1,000 per month or $600-$3,000 per quarter (fixed recurring fee); Project-Based Financial Planning: Initial fixed fee $2,500-$10,000; Hourly fee $200-$300 per hour with 2-hour minimum
Main office
San Diego CA
Advisors at this office
1
Most active in
California · Louisiana
Disclosures
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Business activities & affiliations
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
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