Boundless Advice LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000⁠-⁠$100,000

“The fixed fee can range between $10,000 and $100,000.”

Quarterly fee

$5,000⁠-⁠$50,000/qtr

“Ongoing Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing annual fee that is paid quarterly, in advance, at the rate of $5,000 to $50,000 per quarter, based on complexity and needs of the client.”

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

How Boundless Advice LLC bills

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

• “The fee may be 7 negotiable in certain cases, and will be agreed upon before entering into an agreement, with the initial fee due upon execution of such agreement and calculated off partial or whole months remaining in the quarter.”
• “Fees for this service may be paid by electronic funds transfer or check.”
• “Upon termination of the agreement, any prepaid but unearned fees will be refunded to the client or the client may be billed for any earned but unpaid fees, if applicable.”

How Boundless Advice LLC’s fees compare

• Its flat or project fee of $10,000-$100,000 is above the California median of $5,000. 99% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Manhattan Beach that publish a flat or project fee charge less.

About Boundless Advice LLC

• Principal: Marc Courtines
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, EA, and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

11

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$17,810,034

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289915

Website

instagram.com/boundlessadvice (opens in new tab)

Phone

(347) 744-9252

Other planners in Manhattan Beach that publish fees

• Digital Wealth, LLCManhattan Beach$500/hr, $500⁠-⁠$10,000
• Excelsus Capital ManagementManhattan Beach$250⁠-⁠$350/hr, $500⁠-⁠$15,000
• Madrid Retirement AdvisorsManhattan Beach$250/hr
• Monograph Wealth Advisors, LLCManhattan Beach$500/hr
• Womack Wealth Management, Inc.Manhattan Beach$50/hr

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