Avise Financial fees
Financial planner in Los Angeles, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 22, 2026, Avise Financial (Los Angeles, CA) charges up to $500 an hour, a flat or project fee of up to $30,000, and an annual fee of up to $18,000 for financial planning.
- Website: equalisfinancial.com (opens in new tab)
- Call (310) 807-5778
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Los Angeles median is $300. Can go up to $500; the California median is $300.
“Project-Based Financial Planning engagements are offered at an hourly rate up to $500 per hour, depending on complexity.”
- Flat or project fee
- Up to $30,000
Can go up to $30,000; the Los Angeles median is $5,000. Can go up to $30,000; the California median is $5,000.
“The fixed fee will be agreed upon before the start of any work at a rate of up to $30,000 per engagement.”
- Annual fee
- Up to $18,000/yr
Can go up to $18,000; the California median is $8,483.
“Ongoing Financial Planning consists of an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of up to $18,000 per year based on complexity.”
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
- 7 employees
How Avise Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An account may be terminated with written notice at least 15 calendar days in advance.”
- “When fees are paid in arrears, no refund will be needed upon termination of the account.”
- “When fees are paid in advance, any unearned fee will be refunded to the Client upon termination of the account.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 170
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $169 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 20, 2026
- CRD number
- 328790 (opens in new tab)
- Phone
- (310) 807-5778
Registered or notice filed in 7 states: Arizona, California, Colorado, New York, Oregon, Texas, Washington
Other planners in Los Angeles that publish fees
- Seneca Private Wealth, LLCLos AngelesHourly up to $400/hr
- William Henry Yarnall IIILos AngelesHourly up to $200/hr
- Carrara Wealth ManagementLos AngelesFlat $2,500-$10,000
- Lindy Wealth, LLCLos AngelesFlat $1,000-$20,000, Annual $1,000-$20,000/yr
- Derderian Wealth Management, LLCLos AngelesFlat $1,500-$3,500
- Ades Investment Counsel, Inc.Los AngelesHourly $300/hr, Flat $300-$5,000
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.