Lodestar Private Asset Management LLC fees and pricing
Financial planner in Alamo, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Lodestar Private Asset Management LLC charges $500-$750 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500-$750/hr
“Fees for Planning Services range from $500 to $750 per hour (calculated on 15 minute billing intervals), based on the Investment Advisor Representative’s experience and the complexity of the client’s financial issues.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lodestar Private Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Each quarter, Lodestar provides the investment supervisory client with a detailed invoice, setting forth the basis for the fee calculation.”
- “Fees are billed to and paid by the client to the Firm directly and are due upon invoicing.”
How Lodestar Private Asset Management LLC’s fees compare
- Its hourly rate of $500-$750 is above the California median of $300. 96% of the 932 other California planners that publish an hourly rate charge less.
About Lodestar Private Asset Management LLC
“Lodestar provides personalized confidential financial planning and investment management to individuals, trusts, estates, charitable organizations and small businesses.”
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Founded: 1980 (46 years).
Planning areas mentioned in the brochure
- Tax planning
- Business owners
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
- 1.15% a year
- Clients
- 544
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $1,341,318,935
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107638
- Phone
- (925) 838-1234
Can advise clients in 11 states: Arizona, California, Colorado, Nevada, New York, Oklahoma, Oregon, Texas, Virginia, Vermont, Washington
Other planners in Alamo that publish fees
- Koch Capital Management LLCAlamo$1,500-$5,000/qtr, $6,000/yr
- 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.