Good Balance FP LLC fees and pricing

Published fees

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

Hourly rate

$350/hr

“In rare circumstances, on an hourly basis at $350 per hour. 6 An estimate for total hours may be determined at the start of the advisory relationship. 50% of the estimated hourly fee may be due upon signing the advisory agreement, with the balance due upon presentation of the plan to the client.”

Annual fee

$5,000⁠-⁠$12,000/yr

“As a fixed fee, typically ranging from $5,000 - $12,000 annually, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to complete the engagement and the different reports to be produced.”

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

How Good Balance FP LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the relationship is incepted (date of first trade for investment management services, date of contract for financial planning engagements).”
• “Fees may be paid either through direct debiting of the client’s investment account(s), electronic funds transfer (EFT) or via check.”
• “Good Balance FP will never hold client funds greater than $500 for more than six months in advance of completion of the financial plan.”

How Good Balance FP LLC’s fees compare

• 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.
• 21 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its annual fee of $5,000-$12,000 spans the California median of $6,250. 61% of the 224 other California planners that publish an annual fee charge less.
• 3 of the 5 other planners in Los Angeles that publish an annual fee charge less.

About Good Balance FP LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

23

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$33,893,378

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324354

Website

goodbalancefp.com (opens in new tab)

Phone

(310) 881-6650

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

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