Han Assets Management LLC fees and pricing
Financial planner in Venice, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 15, 2026, Han Assets Management LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The Firm charges $300 per hour for (i) ongoing OCIO services provided under an investment advisory agreement in which the client elects hourly compensation, billed quarterly in arrears; and (ii) stand-alone financial planning and consulting engagements, invoiced upon completion of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Han Assets Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Firm's advisory fee is a blended-tier annual fee based on assets under advisement, billed quarterly in arrears and calculated on the end-of-period value of the assets.”
- “There is no minimum or maximum number of hours; the client is billed for the actual hours worked.”
- “All stand-alone planning and consulting work is billed at the hourly rate described above.”
How Han Assets Management LLC’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
About Han Assets Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- No minimum stated in brochure
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342174
- Phone
- (626) 532-0568
Other planners in Venice that publish fees
- Lilac Wealth, LLCVenice$2,500/mo
- 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
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.