Lewis M. Wallensky Associates fees and pricing
Financial planner in Los Angeles, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 2, 2026, Lewis M. Wallensky Associates charges $250-$450 an hour and a flat or project fee of $1,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$450/hr
“Our Financial Planning fees are calculated and charged in one of two ways: * On an hourly basis, ranging from $250 to $450 per hour.”
- Flat or project fee
- $1,500-$7,500
“Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of the advisory relationship; or * On a fixed fee basis, typically ranging from $1,500 to $7,500, depending on the specific arrangement…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lewis M. Wallensky Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is due upon completion of the plan.”
- “The client is generally billed in arrears based on actual hours accrued.”
How Lewis M. Wallensky Associates’ fees compare
- Its hourly rate of $250-$450 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 21 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$7,500 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
- 14 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
About Lewis M. Wallensky Associates
“We provide financial planning services. We analyze current strategies, pensions, social security, investment plans and other sources of income to help the client achieve his or her retirement goals.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1984 (42 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
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
- Clients
- 175
- Employees
- 4
- Works with
- Individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, selecting other advisers, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136489
- Phone
- (310) 557-2007
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.