Fenul Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Service Fee Type and Amount Comprehensive Financial Plan $3,500 fixed fee Annual Financial Plan Review $1000 fixed fee Separate Financial Planning Consultations $200 hourly fee FWM may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.”

Flat or project fee

$1,000⁠-⁠$3,500

From the same sentence as above.

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

How Fenul Wealth Management LLC bills

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

• “For the first quarter, the billing statement is prorated based on the client start date.”
• “Upon account closure (at will by either party), prorated fees will be returned to client based on the day funds are withdrawn from Advisor’s supervision in writing.”
• “The Client receives an invoice from FWM.”

How Fenul Wealth Management LLC’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,500 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Fenul Wealth Management LLC

• 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

3% a year

Clients

8

Employees

1

Works with

Individuals, high net worth individuals, and business development companies

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and pension consulting

Assets managed

$898,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311474

Website

instagram.com/fenulwealthmanagement (opens in new tab)

Phone

(888) 336-8586

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