Blom Levy & Co., LLC fees and pricing
Financial planner in Santa Barbara, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 15, 2026, Blom Levy & Co., LLC charges a quarterly fee of $2,000 and an annual fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $2,000/qtr
“The minimum advisory fee is $2,000 per quarter ($8,000 annually).”
- Annual fee
- $8,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blom Levy & Co., LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable by check or electronic transfer, quarterly or annually in arrears.”
- “Because all fees are billed in arrears, the Firm does not collect any prepaid fees, and no prepaid-fee refund formula is applicable.”
How Blom Levy & Co., LLC’s fees compare
- Its annual fee of $8,000 is above the California median of $6,250. 58% of the 224 other California planners that publish an annual fee charge less.
- 2 of the 3 other planners in Santa Barbara that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Blom Levy & Co., LLC
“Proffitt to provide integrated wealth management services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, subscription fees
- Charges a % of assets
- No
- Clients
- 10
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $5,371,677
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153779
- Phone
- (805) 680-7018
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
- Castle Wealth PlanningSanta Barbara$250/hr, $10,000
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.