Dorsey Wealth Management, LLC fees and pricing
Financial planner in Torrance, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 2, 2026, Dorsey Wealth Management, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“DWM has an hourly fee of $350 per hour for specific project requests.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dorsey Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are generally non-negotiable and are paid as described below, directly by the client.”
- “Upon termination of any agreement, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
- “Prepaid but unearned client fees will be promptly refunded on a pro-rata basis based on the number of days remaining in the quarterly billing period.”
How Dorsey Wealth Management, LLC’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 5 of the 9 other planners in Torrance that publish an hourly rate charge less.
About Dorsey Wealth Management, LLC
“Dorsey Wealth Management, (“DWM”) is a fee-only holistic financial planning firm that specializes in providing holistic financial planning and investment advisory services to individuals and families.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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
- 36
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $58,374,880
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158752
- Phone
- (310) 370-7776
Other planners in Torrance that publish fees
- Advanced Portfolio StrategiesTorrance$100-$500/hr, $1,000-$50,000
- Aihara Wealth Management LLCTorrance$250/hr, $3,500-$15,000
- Alessandra Capital Management, LLCTorrance$300/hr, $2,500-$5,000
- Empath WealthTorrance$500/hr
- Highland MB Wealth LLCTorrance$125-$500/hr
- Putman Capital Management, Inc.Torrance$125-$475/hr, $7,500/yr
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.