Harold Davidson & Associates, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The standard hourly fee to be charged will be $300.”

Flat or project fee

$2,000⁠-⁠$4,000

“The standard fee range for our flat fees is between $2,000 and $4,000.”

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

How Harold Davidson & Associates, Inc bills

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

• “Annualized fees are billed on a prorata basis quarterly in advance based on the value of the account(s) on the last day quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice.”

How Harold Davidson & Associates, Inc’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.
• 16 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$4,000 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 Harold Davidson & Associates, Inc

• Firm size: 7 employees.
• Registered as an adviser: 1974 (52 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

Highest asset based fee in brochure

2% a year

Clients

237

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, newsletters and publications, and other services

Assets managed

$390,521,587

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110994

Website

linkedin.com/in/craig-farkas-144147127 (opens in new tab)

Phone

(310) 553-5551

Can advise clients in 7 states: Arizona, California, Florida, Louisiana, Nevada, New York, Texas

Other planners in Los Angeles that publish fees

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• 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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