Digital Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“On occasion, Financial Planning is also offered at an hourly rate of $500.00.”

Flat or project fee

$500⁠-⁠$10,000

“The fixed fee can range between $500 and $10,000 based on complexity.”

Annual fee

$3,000⁠-⁠$6,000/yr

“A fixed annual fee of $3,000 - $6,000 may be paid monthly or quarterly (in advance).”

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

How Digital Wealth, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account. 10 Basic Planning Basic Planning will generally be offered on a fixed annual fee basis.”

How Digital Wealth, LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Manhattan Beach that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Manhattan Beach that publish a flat or project fee charge less.
• Its annual fee of $3,000-$6,000 is below the California median of $6,250. 32% of the 224 other California planners that publish an annual fee charge less.

About Digital Wealth, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• 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

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$7,207,245

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285369

Website

twitter.com/digitalwealthla (opens in new tab)

Phone

(310) 601-4178

Other planners in Manhattan Beach that publish fees

• Boundless Advice LLCManhattan Beach$10,000⁠-⁠$100,000, $5,000⁠-⁠$50,000/qtr
• Excelsus Capital ManagementManhattan Beach$250⁠-⁠$350/hr, $500⁠-⁠$15,000
• Madrid Retirement AdvisorsManhattan Beach$250/hr
• Monograph Wealth Advisors, LLCManhattan Beach$500/hr
• Womack Wealth Management, Inc.Manhattan Beach$50/hr

Compare all 13 planners in Manhattan Beach