Libra Wealth LLC fees and pricing
Financial planner in Los Gatos, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 2, 2026, Libra Wealth LLC charges $100-$450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$450/hr
“If a Client chooses to engage the Advisor for ad-hoc financial planning services after the completion of the initial plan, the Advisor will charge an hourly fee at a rate ranging from $100 to $450 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Libra Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Compensation for wealth management services provided by Libra are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
How Libra Wealth LLC’s fees compare
- Its hourly rate of $100-$450 spans the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 6 other planners in Los Gatos that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Libra Wealth LLC
“Libra offers investment advisory and financial planning services to individuals, high net worth individuals, trusts, and estates (each referred to as a “Client”).”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 143
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $639,843,347
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288098
- Phone
- (408) 721-1633
Can advise clients in 5 states: California, Colorado, Florida, Idaho, Texas
Other planners in Los Gatos that publish fees
- Asl Financial, LLCLos Gatos$300-$500/hr, $500-$5,000
- Cultivate Financial Group LLCLos Gatos$8,000-$12,000/yr
- First Principles Investment Management LLCLos Gatos$5,000
- Los Gatos Financial LLCLos Gatos$250/hr, $400-$4,000
- Mainstreet Financial Planning, Inc.Los Gatos$450/hr, $800
- Migh Financial Planner, LLCLos Gatos$250/hr, $1,600-$2,400
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.