Halcyon Investment Advisor fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“In the case of early termination, cancellation, nonperformance, or inability to fulfill the fixed-fee Financial Planning Service, HIA will bill the client at a rate of US$200 per hour for the time already spent by HIA on pre-engagement preparation and consulting services, as well as any subsequent time spent on…”

Flat or project fee

$1,000⁠-⁠$5,000

“If clients prefer a fixed-fee payment option for financial planning services and the case is not overly complex, HIA charges a fixed fee ranging from $1,000 to $5,000.”

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

How Halcyon Investment Advisor bills

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

• “If advisory fees are deducted daily, invoices will still be sent to the client on a monthly basis.”
• “Fees and payment methods may be negotiable based on factors such as the client’s financial situation and circumstances, the amount of assets under management, investment strategies, and the overall complexity of the services provided.”
• “Fees are paid in arrears upon completion.”

How Halcyon Investment Advisor’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-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Halcyon Investment Advisor

• Firm size: 3 employees.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

73

Employees

3

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$49,721,708

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327727

Website

halcyonria.com (opens in new tab)

Phone

(213) 469-8925

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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