Efc Wealth Management Firm LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Limited Scope Financial Plans are offered based on an hourly fee of $400.”

Flat or project fee

$2,495

“Services are offered for a flat fee of $2,495 for a full financial plan.”

Monthly fee

$99/mo

“At a monthly subscription cost of $99.00 per month, EFC will provide ongoing monthly advice on issues such as debt management, automation of savings and building wealth, and provide access to affordable or free educational training and classes on financial subjects.”

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

How Efc Wealth Management Firm 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.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees are billed monthly in arrears based on Average Daily Balance.”

How Efc Wealth Management Firm LLC’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 25 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $2,495 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Efc Wealth Management Firm LLC

• Firm size: 5 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

168

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$57,701,484

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312671

Website

twitter.com/efcwealth (opens in new tab)

Phone

(310) 645-0001

Can advise clients in 6 states: California, Florida, Georgia, Nevada, Texas, Virginia

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

Compare all 73 planners in Los Angeles