Cheviot Value Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$700/hr

“Fees are based on the scope and complexity of the services provided but will not exceed $10,000 for fixed fee engagements and $700 per hour for hourly arrangements.”

Flat or project fee

$900

“Otherwise, clients pay a fixed rate of $900.”

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

How Cheviot Value Management, LLC bills

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

• “Some accounts are billed under different fee schedules honoring prior agreements and/or legacy arrangements with outside managers that have referred clients to CVM.”
• “Upon a client’s request, four additional budgeting sessions are available for $600 paid in advance.”
• “Billing Method Investment Management Services CVM’s advisory fees are payable quarterly in arrears based on the account market value on the last business day of the calendar quarter.”

How Cheviot Value Management, LLC’s fees compare

• Its hourly rate of $700 is above the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Beverly Hills that publish an hourly rate charge less.
• Its flat or project fee of $900 is below the California median of $5,000. 9% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 3 other planners in Beverly Hills that publish a flat or project fee charge less.

About Cheviot Value Management, LLC

• Firm size: 7 employees.
• Credentials named in the brochure: CFP®.
• Founded: 1974 (52 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

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

578

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$1,170,417,135

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

166291

Website

x.com/Cheviotinvests (opens in new tab)

Phone

(310) 451-8600

Can advise clients in 16 states: Arkansas, Arizona, California, Colorado, Florida, Idaho, Kentucky, Massachusetts, Nebraska, New Hampshire, New Mexico, New York, Oregon, Texas, Virginia, Washington

Other planners in Beverly Hills that publish fees

• Beverly Hills Private Wealth, LLCBeverly Hills$1,000/hr, $20,000
• 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