Heyman Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“Fixed fee rates range typically between $2,500 to $10,000, but can be higher depending on the client’s level of financial complexity and the time required for the plan.”

Annual fee

$1,000⁠-⁠$10,000/yr

“Fees are paid quarterly in arrears, at the same time fees for Discretionary Account Management and Investment Advisory Services are billed, ranging from $1,000 to $10,000 per year.”

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

How Heyman Wealth Management, LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Heyman Wealth Management, LLC’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Encino that publish a flat or project fee charge less.
• Its annual fee of $1,000-$10,000 spans the California median of $6,250. 43% of the 224 other California planners that publish an annual fee charge less.

About Heyman Wealth Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CPA and CFA.
• Registered as an adviser: 2010 (16 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

2% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

86

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$115,408,358

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154971

Website

heymanwealth.com (opens in new tab)

Phone

(310) 773-9496

Other planners in Encino that publish fees

• Financial Planning for Generations, Inc.Encino$275⁠-⁠$550/hr
• Goodstein Wealth Management LLCEncino$320/hr, $500⁠-⁠$5,500
• Navalign, LLCEncino$400/hr, $400
• Wealth Management Partners of Los AngelesEncino$250/hr, $500⁠-⁠$3,000

Compare all 5 planners in Encino