Derderian Wealth Management, LLC fees and pricing
Financial planner in Los Angeles, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 3, 2026, Derderian Wealth Management, LLC charges a flat or project fee of $1,500-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$3,500
“Fees are charged on an hourly ($ 200 - $400) or flat (which may range between ($1,500 - $3,500) fee basis; fees are negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Derderian Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment will be due as agreed and set forth in a written agreement, whether billed monthly or upon delivery of a written financial plan.”
- “For the development and preparation of a Wealth Management Statement, fees are charged on an hourly ($200 $400) or flat (which may range between $2000 - $4000) fee basis; fees are negotiable.”
- “Payment will be due as agreed and set forth in a written agreement, whether billed monthly or upon delivery of the wealth management statement.”
How Derderian Wealth Management, LLC’s fees compare
- Its flat or project fee of $1,500-$3,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
About Derderian Wealth Management, LLC
“Derderian Wealth Management, LLC ("Adviser") provides financial planning, wealth management, and non-discretionary investment Adviser services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2024 (2 years).
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
- Employees
- 1
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154025
- Phone
- (310) 443-4152
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.