Investamily, LLC fees and pricing
Financial planner in Oak Park, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 13, 2026, Investamily, LLC charges $200-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“The negotiated hourly fee for these services is between $200 and $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Investamily, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of Investamily LLC's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of Investamily LLC’s fees, within five business days of signing the Financial Planning Agreement.”
How Investamily, LLC’s fees compare
- Its hourly rate of $200-$500 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
About Investamily, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Founded: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 5
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $2,600,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290204
- Phone
- (312) 613-6518
Can advise clients in 2 states: California, Illinois
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.