Family Investment Management L.P. fees and pricing

Firm size: 2 employees.
Registered as an adviser: 2014 (12 years).

Financial planner in Carlsbad, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 16, 2026, Family Investment Management L.P. charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Hourly fees are due and payable upon completion of the plan or services or may be negotiated as a fixed fee.”
“Clients will have a period of five (5) business days from the date of signing an agreement to unconditionally rescind the agreement and receive a full refund of all fees.”
“Since fees are payable only after services are provided, there are no unearned fees, and the client will not have a refund due upon early termination of the advisory agreement.”

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.
16 of the 25 other planners in Carlsbad that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 86
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $29,385,856
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 170281
Phone: (760) 930-0770

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