Carrara Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“Financial planning fees generally range from $2,500 to $10,000.”

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

How Carrara Wealth Management bills

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

• “Billing Unless otherwise agreed in writing, investment management fees are billed quarterly in advance based on the market value of assets under management as of the last business day of the prior quarter.”
• “Alternative billing arrangements, including monthly billing or billing in arrears, may be agreed upon with individual clients and will be set forth in the applicable Investment Advisory Agreement.”
• “In the event a client's account is opened or closed during a billing period, fees will be prorated based on the number of days in the period for which the account was managed.”

How Carrara Wealth Management’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
• 23 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Carrara Wealth Management

• Principal: Shival Bajpay
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340803

Phone

(908) 548-3877

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
• Bates Wealth Management, LLCLos Angeles$250/hr
• 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

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