Fee only financial advisors in Santa Monica, California: hourly and flat fee prices
25 registered advisers based in Santa Monica offer financial planning for an hourly, fixed or subscription fee, with no commissions.
12 of the 25 fee only firms based in Santa Monica publish dollar fees. Their median hourly rate is $338 and their median flat or project fee is $12,625. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $338/hr | $250-$500/hr | 8 firms |
| Flat or project fee | $12,625 | $10,000-$15,000 | 6 firms |
| Annual retainer | $10,000/yr | $600-$15,000/yr | 3 firms |
Fee only advisors in Santa Monica and their published fees
12 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Abacus Wealth Partners | Not published | Not published | $10,000/yr |
| Capital Intelligence Advisors, Inc.No AUM fee | $150-$500/hr | $500-$20,000 | $100-$500/mo |
| Daniel M. Stern, LLCNo AUM fee | $350/hr | Not published | Not published |
| Eddy Financial, LLC | $500/hr | $10,000 | Not published |
| Gerber Kawasaki Wealth & Investment Management | $500-$1,000/hr | Not published | Not published |
| MGN and Co LLC | $100-$300/hr | Not published | $200-$1,000/yr |
| Penmar Wealth Management LLC | $250/hr | Not published | Not published |
| Quantum Financial Advisors, LLC | Not published | Not published | $15,000/yr |
| Refresh Investments | $400/hr | $5,000-$25,000 | Not published |
| Serenus Wealth Advisors, LLC | Not published | $5,000-$100,000 | Not published |
| Taylor & Associates | $150-$250/hr | $750-$3,500 | Not published |
| Wellacre Global Wealth Advisors | Not published | $5,000-$25,000 | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (13)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Angeles Family Office
- Cycle Financial Planning LLC
- Guttman Financial Planning
- Light Capital LLC
- Mangrove Advisors, LLC
- Matrix Planning Inc
- Mcdonald Hartman Wealth Advisors
- Muse Capital Management LLC
- New Dimensions Investment Company
- Silicon Beach Financial LLC
- Victus Capital Wealth
- Westside Investment Management, LLC
- Woo, Kenneth Wing Kwok