Glatt and Associates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325⁠-⁠$400/hr

“Various rates apply as determined as follows: $325 - $400 per hour.”

Flat or project fee

$500

“Fees for summary financial planning in connection with the establishment of a new relationship for investment advisory services is a flat fee of $500.00.”

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

How Glatt and Associates, LLC bills

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

• “Half the fee is payable upon signing the Agreement and the balance upon delivery of the written plan.”
• “For Investment Advisory Services the fee will be payable quarterly in arrears.”
• “They are payable on the first day of the calendar quarter, and are based on the account’s asset value as of the last business day of the prior calendar quarter.”

How Glatt and Associates, LLC’s fees compare

• Its hourly rate of $325-$400 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Moorpark that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Moorpark that publish a flat or project fee charge less.

About Glatt and Associates, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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

Clients

24

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

$32,795,903

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

119628

Phone

(805) 552-4243

Other planners in Moorpark that publish fees

• Bruce James Thomas JRMoorpark$90⁠-⁠$250/hr, $180⁠-⁠$45,000
• Kelsey Financial, LLCMoorpark$350/hr, $100⁠-⁠$20,000
• Smartcourse Advisory, LLCMoorpark$200/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 5 planners in Moorpark