Bates Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services cancelled after five (5) days of signing the advisory agreement will be billed on a pro rata basis for work completed. 4 Bates Wealth Management, LLC HOURLY FEES Financial Planning Services are offered based on a negotiable hourly rate of $250 per hour.”

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

How Bates Wealth Management, LLC bills

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

• “Fees are billed monthly in arrears and calculated daily 3 Bates Wealth Management, LLC based on the account’s net liquidation value as of the close of business of the prior business day.”
• “The fees must be paid within ten (10) days following the beginning of the month which the account is being billed for.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund and without penalty.”

How Bates Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 8 of the 35 other planners in Los Angeles that publish an hourly rate charge less.

About Bates Wealth Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

32

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$15,499,851

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284892

Website

bateswealth.com (opens in new tab)

Phone

(213) 446-9914

Other planners in Los Angeles that publish fees

• Ades Investment Counsel, Inc.Los Angeles$300/hr, $300⁠-⁠$5,000
• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• 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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