Highland MB Wealth LLC fees and pricing

Financial planner in Torrance, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, Highland MB Wealth LLC charges $125⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125⁠-⁠$500/hr; “The negotiated hourly fee for these services is between $125 and $500.”

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

“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of HMWL's fees within five business days of signing the Investment Advisory Contract.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

Its hourly rate of $125-$500 spans the California median of $300. 55% of the 932 other California planners that publish an hourly rate charge less.
4 of the 9 other planners in Torrance that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $10,655,222
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 299209
Phone: (424) 966-8379

Is something on this page wrong or out of date?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.