Beverly Hills Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$1,000/hr

“The maximum hourly fee to be charged will not exceed $1,000.”

Flat or project fee

$20,000

“Flat fees Flat fees will not exceed $20,000.”

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

How Beverly Hills Private Wealth, LLC bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis monthly in advance based on the time-weighted daily average value of the account(s) during the previous month.”
• “ADV Part 2A – Firm Brochure Page 6 Beverly Hills Private Wealth, LLC are negotiable and will be deducted from client account(s).”

How Beverly Hills Private Wealth, LLC’s fees compare

• Its hourly rate of $1,000 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Beverly Hills that publish an hourly rate charge less.
• Its flat or project fee of $20,000 is above the California median of $5,000. 91% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Beverly Hills that publish a flat or project fee charge less.

About Beverly Hills Private Wealth, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

234

Employees

10

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, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$912,247,090

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

321132

Website

bhpw.com (opens in new tab)

Phone

(310) 388-3800

Can advise clients in 7 states: Arizona, California, Florida, Louisiana, New Hampshire, New York, Texas

Other planners in Beverly Hills that publish fees

• Cheviot Value Management, LLCBeverly Hills$700/hr, $900
• Mozaic, LLCBeverly Hills$750/hr
• O'boyle Wealth Management, Inc.Beverly Hills$1,000/hr, $50,000
• Shlecter Wealth Management, LLCBeverly Hills$400⁠-⁠$600/hr, $5,000

Compare all 12 planners in Beverly Hills