Composition Wealth, LLC fees and pricing
Financial planner in Los Angeles, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 22, 2026, Composition Wealth, LLC charges a flat or project fee of $2,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$50,000
“For these one-time or limited-scope engagements, the Advisor charges a fixed fee, generally ranging from $2,000 to $50,000, depending on the complexity and scope of the services to be provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Composition Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The wealth management and portfolio management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fixed fees are billed quarterly in advance or arrears as specified in the wealth management or portfolio management agreement with the Client.”
How Composition Wealth, LLC’s fees compare
- Its flat or project fee of $2,000-$50,000 spans the California median of $5,000. 94% of the 796 other California planners that publish a flat or project fee charge less.
- 30 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
About Composition Wealth, LLC
- Firm size: 128 employees.
- Founded: 2007 (19 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
- 1.5% a year
- Clients
- 3,760
- Employees
- 128
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, and businesses
- 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
- $9,470,778,412
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143483
- Phone
- (310) 246-1243
Can advise clients in 40 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
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
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.