Lilac Wealth, LLC fees and pricing
Financial planner in Venice, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Lilac Wealth, LLC charges a monthly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $2,500/mo
“Our Bill Pay and Bookkeeping Services are optional and billed as a flat retainer starting at $2,500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lilac Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Lilac Wealth is compensated for providing comprehensive wealth management services by charging a negotiable flat fee.”
- “Lilac Wealth is compensated for providing Bill Pay and Bookkeeping Services by charging a negotiable fee.”
- “Financial planning and consulting fees are paid via check or by direct invoicing via an electronic payment processor.”
How Lilac Wealth, LLC’s fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Lilac Wealth, LLC
“We provide various financial planning and consulting services that find ways to help you understand your overall financial situation and help you set financial objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338463
- Phone
- (415) 570-8930
Other planners in Venice that publish fees
- Han Assets Management LLCVenice$300/hr
- 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
Is something on this page wrong or out of date?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.