Fee only financial advisors in Beverly Hills, California: hourly and flat fee prices
12 registered advisers based in Beverly Hills offer financial planning for an hourly, fixed or subscription fee, with no commissions.
5 of the 12 fee only firms based in Beverly Hills publish dollar fees. Their median hourly rate is $750 and their median flat or project fee is $12,500. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $750/hr | $700-$1,000/hr | 5 firms |
| Flat or project fee | $12,500 | $5,000-$50,000 | 4 firms |
Fee only advisors in Beverly Hills and their published fees
5 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Beverly Hills Private Wealth, LLC | $1,000/hr | $20,000 | Not published |
| Cheviot Value Management, LLC | $700/hr | $900 | Not published |
| Mozaic, LLC | $750/hr | Not published | Not published |
| O'boyle Wealth Management, Inc. | $1,000/hr | $50,000 | $5,000/yr |
| Shlecter Wealth Management, LLCNo AUM fee | $400-$600/hr | $5,000 | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (7)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Aire Advisors, LLC
- Audent Global Asset Management, LLC
- Calcagnini Wealth Management, LLC
- Elyxium Wealth LLC
- Galliott Capital Advisors, LLC
- Martin W. Rosenzveig & Co., LLC
- Rushmore Capital Partners