PlannerFees

L Squared Wealth Management fees and pricing

Financial planner in San Diego, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 10, 2026, L Squared Wealth Management charges $250 an hour, a flat or project fee of $500⁠-⁠$5,000, and an annual fee of $500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Our rate is $250 per hour with a 2hour minimum ($500).”
Flat or project fee
$500⁠-⁠$5,000
“At our discretion, we may offer our financial planning services at a fixed rate of $500 - $5,000 per project.”
Annual fee
$500⁠-⁠$5,000/yr
“We will also provide our financial planning services to you on an ongoing basis through an annual fixed fee ranging from $500 to $5,000 per year.”

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

How L Squared Wealth Management bills

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

  • “Fees are to be paid by check or teller’s draft from US-based financial institutions.”
  • “You will be invoiced, and our fee will be due upon our delivery of the plan or advice that is provided to you.”
  • “If your planning engagement is estimated to extend beyond 30 days, you will be billed monthly in arrears each month.”

How L Squared Wealth Management’s fees compare

  • Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
  • 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
  • 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.
  • 18 of the 68 other planners in San Diego that publish a flat or project fee charge less.
  • Its annual fee of $500-$5,000 is below the California median of $6,250. 21% of the 224 other California planners that publish an annual fee charge less.
  • 4 of the 21 other planners in San Diego that publish an annual fee charge less.

About L Squared Wealth Management

“Offered L Squared Wealth Management provides a range of advisory solutions to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting
  • Charitable giving

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
2% a year
Clients
31
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed
$24,142,474
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
170468
Website
lsquaredwealthmanagement.com (opens in new tab)
Phone
(619) 430-9555

Other planners in San Diego that publish fees

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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.