Dollar Sign Ventures LLC fees and pricing
Financial planner in Long Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 18, 2026, Dollar Sign Ventures LLC charges a flat or project fee of up to $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- Up to $5,000
“AND CONSULTING Dollar Sign Ventures charges a fixed fee between $0 - $5,000 for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dollar Sign Ventures LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Dollar Sign Ventures LLC’s fees compare
- Its flat or project fee of up to $5,000 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 4 other planners in Long Beach that publish a flat or project fee charge less.
About Dollar Sign Ventures LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316986
- Phone
- (310) 924-0359
Other planners in Long Beach that publish fees
- Augustus Wealth, LLCLong Beach$10,000
- Crux Wealth AdvisorsLong Beach$500/hr, $1,000-$250,000
- Goldman Lancaster, Inc.Long Beach$350/hr
- Hifi PlanningLong Beach$300/hr, $5,000-$12,000
- JC Financial Planning & Investments, LLCLong Beach$200/hr, $500-$5,000
- Taxdude Financial AdvisorLong Beach$300/hr
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.