Holden Wealth Management LLC fees and pricing
Financial planner in Los Angeles, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Holden Wealth Management LLC charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The fixed fees range from $500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Holden Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “After the first five (5) days, written termination will result in a pro-rated refund of any prepaid and unearned fee to the client based upon the percentage of work completed.”
- “The fee is collected monthly in advance.”
- “Additional deposits will also be subject to a prorated fee upon deposit.”
How Holden Wealth Management LLC’s fees compare
- Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
- 7 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
About Holden Wealth Management LLC
“We offer financial planning to our clients.”
- Principal: James Liu
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2001 (25 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
- Employees
- 1
- Works with
- Pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $21,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 161190
- Phone
- (310) 531-3237
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
Is something on this page wrong or out of date?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.