Diwy Financial Planning fees and pricing
Financial planner in Los Angeles, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Diwy Financial Planning charges $400-$1,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400-$1,000/hr
“For non-standard engagements requiring extensive research, in-depth analysis performed outside of meetings, or the delegation of implementation tasks to DIWYFP, the rate may exceed the standard tier of $400 per hour, up to the maximum of $1,000 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Diwy Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases, and the rate applied depends on the complexity of the client’s circumstances and the level of expertise required.”
- “Clients are not billed separately for time spent on planning, analysis, or administrative tasks performed outside of meetings, unless specifically negotiated.”
- “Fees may be paid by electronic funds transfer or check.”
How Diwy Financial Planning’s fees compare
- Its hourly rate of $400-$1,000 is above the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.
- 31 of the 35 other planners in Los Angeles 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 Diwy Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335615
- Phone
- (818) 798-9565
Can advise clients in 3 states: California, New York, Oregon
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.