Ades Investment Counsel, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees for consultation services are typically charged at a rate of $300 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.”

Flat or project fee

$300⁠-⁠$5,000

“Flat fees will range from $300 to $5,000, depending on the size and complexity of the project.”

Annual fee

$5,000/yr

“Accounts are subject to a minimum annual fee of $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ades Investment Counsel, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For new client accounts, the first payment is a pro-rata calculation which takes into consideration the number of days remaining in the quarter and the initial value of the portfolio.”
• “The first quarterly fee for new accounts is typically billed with the next quarter’s fee calculation.”
• “In certain limited circumstances, AIC may invoice clients directly for fees.”

How Ades Investment Counsel, Inc.’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 16 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $300-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 6 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee charge less.
• 1 of the 5 other planners in Los Angeles that publish an annual fee charge less.

About Ades Investment Counsel, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CPA and CFA.
• Registered as an adviser: 2005 (21 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

25

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$82,860,118

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136517

Website

robertades.com (opens in new tab)

Phone

(310) 571-1224

Other planners in Los Angeles that publish fees

• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Blacklines FinancialLos Angeles$5,000/yr
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500
• Carrara Wealth ManagementLos Angeles$2,500⁠-⁠$10,000

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