Atlas Legacy Advisors LLC fees
Financial planner in Los Angeles, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Atlas Legacy Advisors LLC (Los Angeles, CA) charges up to $400 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change.
- Hourly rate
- Up to $400/hr
Can go up to $400; the Los Angeles median is $300. Can go up to $400; the California median is $300.
“Hourly fees generally range up to $400 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
- Registered since
- 2024 (2 years)
How Atlas Legacy Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial Planning and Consulting Services For clients not retaining Atlas Legacy for investment advisory services, Atlas Legacy provides financial planning and/or consulting services which are billed on an hourly or fixed rate in advance.”
- “The balance of the fee is due and payable upon receipt of the final consulting or planning services.”
- “For stand-alone financial planning services, the agreement between Atlas Legacy and the client will terminate upon delivery of the plan or completion of the service.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 131
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $715 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 16, 2026
- CRD number
- 329888 (opens in new tab)
- Phone
- (310) 707-1275
Registered or notice filed in 4 states: California, Florida, New Jersey, Texas
Other planners in Los Angeles that publish fees
- West Grove WealthLos AngelesHourly $300/hr, Flat $3,500-$6,500
- Ayla CapitalLos AngelesHourly up to $1,000/hr
- Silver Oak Wealth Advisors Services, LLCLos AngelesHourly $250-$450/hr
- Marina Wealth AdvisorsLos AngelesHourly $1,000/hr, Monthly $99-$5,000/mo
- Aqua Capital AdvisorsLos AngelesFlat $5,000-$10,000
- Blackacre WealthLos AngelesHourly $500/hr, Flat $5,000-$25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.