Gerber Kawasaki Wealth & Investment Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$1,000/hr

“The hourly rate ranges from $500 to $1,000 per hour depending on the advisor’s experience.”

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

How Gerber Kawasaki Wealth & Investment Management bills

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

• “The first payment is due payable upon the execution of the Portfolio Management Agreement and will be assessed pro-rata in the event the agreement is executed other than the first day of the new calendar quarter.”
• “Our fees usually range from $250 to $10,000, but are negotiable based on the complexity of your situation, your goals, and the scope of the plan we develop together.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Gerber Kawasaki Wealth & Investment Management’s fees compare

• Its hourly rate of $500-$1,000 is above the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.
• 7 of the 7 other planners in Santa Monica that publish an hourly rate charge less.

About Gerber Kawasaki Wealth & Investment Management

• Firm size: 59 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Estate planning
• College 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

1.5% a year

Clients

9,425

Employees

59

Works with

Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, state and local governments, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$4,109,614,006

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

153649

Website

instagram.com/futuremoneypod (opens in new tab)

Phone

(310) 399-6397

Can advise clients in 49 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Santa Monica that publish fees

• Abacus Wealth PartnersSanta Monica$10,000/yr
• Capital Intelligence Advisors, Inc.Santa Monica$150⁠-⁠$500/hr, $500⁠-⁠$20,000
• Daniel M. Stern, LLCSanta Monica$350/hr
• Eddy Financial, LLCSanta Monica$500/hr, $10,000
• MGN and Co LLCSanta Monica$100⁠-⁠$300/hr, $200⁠-⁠$1,000/yr
• Penmar Wealth Management LLCSanta Monica$250/hr

Compare all 25 planners in Santa Monica