L & S Advisors, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“We charge $500 per hour for financial planning services with a $2,500 minimum fee for all plans; however, some or all of the fees may be waived for clients that engage us for investment management services.”

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

How L & S Advisors, Inc bills

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

• “Such rebate or additional bill amount will be calculated using the difference in the average capital value during the Excessive Net Flow quarter and the amount billed in the beginning quarter.”
• “Fees under these programs may be billed in arrears or advance, and L&S may be paid by the third-party adviser or directly by the client, depending on the program.”
• “The total fees will be based on an estimate of the overall hours needed to complete the plan according to the nature and complexity of the plan, report, or analysis and both parties will agree to our fees in advance of L&S providing any services.”

How L & S Advisors, Inc’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.

About L & S Advisors, Inc

• Firm size: 15 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2006 (20 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

1.5% a year

Clients

1,054

Employees

15

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$1,163,055,017

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

140923

Website

linkedin.com/company/l&s-advisors-inc. (opens in new tab)

Phone

(310) 893-6060

Can advise clients in 21 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Michigan, North Carolina, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, South Carolina, Texas, Utah, Virginia, Washington

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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