HCR Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“All fees are agreed upon prior to entering into a contract with any client. 7 Our Financial Planning fees typically range from $500.00 to $10,000, depending on the specific arrangement reached with the client.”

Annual fee

$2,500/yr

“There is a minimum annual fee of $2,500 for financial planning and consulting services.”

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

How HCR Wealth Advisors bills

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

• “Portfolio management fees are billed quarterly in advance based on total assets under management for each calendar quarter, prorated for any inflows or outflows occurred during the quarter.”
• “The balance is due upon completion of the plan.”
• “An advisory client will have a period of five (5) business days from the date of signing the investment advisory agreement to unconditionally rescind the agreement and receive a full refund of all fees.”

How HCR Wealth Advisors’ fees compare

• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 16 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
• Its annual fee of $2,500 is below the California median of $6,250. 18% of the 224 other California planners that publish an annual fee charge less.
• None of the 5 other planners in Los Angeles that publish an annual fee charge less.

About HCR Wealth Advisors

• Firm size: 20 employees.
• Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

• Divorce
• 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

2% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

937

Employees

20

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions

Assets managed

$1,958,139,773

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108676

Website

facebook.com/hcrwealth (opens in new tab)

Phone

(310) 473-5445

Can advise clients in 15 states: Arizona, California, Colorado, Connecticut, Florida, Illinois, Louisiana, Maryland, Nevada, New York, Ohio, Oregon, Pennsylvania, Texas, Washington

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

Compare all 73 planners in Los Angeles