Daniel M. Stern, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fees for financial planning and investment advice services are $350 per hour, billed in six-minute increments.”

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

How Daniel M. Stern, LLC bills

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

• “Clients are billed for services at the end of each engagement. 4 Fees paid to Daniel M.”

How Daniel M. Stern, LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 7 other planners in Santa Monica that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Daniel M. Stern, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2003 (23 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

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

135877

Phone

(310) 451-1011

Other planners in Santa Monica that publish fees

• Abacus Wealth PartnersSanta Monica$10,000/yr
• Capital Intelligence Advisors, Inc.Santa Monica$150⁠-⁠$500/hr, $500⁠-⁠$20,000
• Eddy Financial, LLCSanta Monica$500/hr, $10,000
• Gerber Kawasaki Wealth & Investment ManagementSanta Monica$500⁠-⁠$1,000/hr
• MGN and Co LLCSanta Monica$100⁠-⁠$300/hr, $200⁠-⁠$1,000/yr
• Penmar Wealth Management LLCSanta Monica$250/hr

Compare all 25 planners in Santa Monica