Indigo Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The Firm’s financial planning fee is $500 an hour the amount of hours and will be determined by the complexity of the engagement, time involved developing the plan, number of accounts involved, etc. 8 Asset Management Fee Fees for Separately Managed Accounts Total Assets Under Management Annual Fee $1 - $5,000,000…”

Flat or project fee

$1,000⁠-⁠$10,000

“This service is offered on a fee basis ranging from $1,000 to $10,000 per plan.”

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

How Indigo Private Wealth bills

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

• “We do not require a deposit to initiate the engagement; the fee is due in full upon delivery of our invoice which coincides with the presentation of your plan/advice.”

How Indigo Private Wealth’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 27 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 17 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Indigo Private Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

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

1.5% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341427

Website

indigoprivatewealth.com (opens in new tab)

Phone

(310) 708-4664

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

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