Do, Len D fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Charges $100 Specific Financial Planning, Portfolio Construction and Employee Benefits Planning Collected at end of specific project or consultation Fixed Fees $250 - $2,500 Specific Financial Planning, Portfolio Construction and Employee Benefits Planning Collected at end of service Other Advisers Services…”

Flat or project fee

$250⁠-⁠$2,500

“The fee for a financial plan ranges from $250 to $2,500 depending on the client’s unique situation and scope of engagement.”

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

How Do, Len D bills

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

• “Ongoing Financial Planning Services and Portfolio Management Services fees are billed monthly or quarterly in advance for collection.”
• “Fees are billed at end of project, consultation or service.”
• “Clients may select to deduct fees from account assets or be billed for fees incurred from external accounts with an automatic payment set up.”

How Do, Len D’s fees compare

• Its hourly rate of $100 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.

About Do, Len D

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313112

Phone

(415) 531-6744

Other planners in California that publish fees

• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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