Life By Design Investment Advisory Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$6,000⁠-⁠$25,000

“The fixed fee can range between $6,000.00 and $25,000.00.”

Annual fee

$6,000⁠-⁠$25,000/yr

“Ongoing Financial Planning Ongoing Financial Planning has an annual fee of $6,000 to $25,000 that is paid monthly or quarterly in advance.”

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

How Life By Design Investment Advisory Services bills

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

• “The annual advisory fee is paid monthly in advance based on the average daily balance of the Client’s account(s) for the prior billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”

How Life By Design Investment Advisory Services’ fees compare

• Its flat or project fee of $6,000-$25,000 is above the California median of $5,000. 90% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $6,000-$25,000 spans the California median of $6,250. 83% of the 224 other California planners that publish an annual fee charge less.

About Life By Design Investment Advisory Services

• Principal: Monique Marshall
• Firm size: 4 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Founded: 2015 (11 years).

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

55

Employees

4

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

$57,200,692

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301816

Website

LBDIAS.com (opens in new tab)

Phone

(714) 541-4180

Other planners in Dana Point that publish fees

• The Clark Group Asset ManagementDana Point$2,000⁠-⁠$10,000
• 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

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