Logic Wealth Management, LLC fees and pricing
Financial planner in Pasadena, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Logic Wealth Management, LLC charges $350 an hour, a flat or project fee of $750-$3,000, and an annual fee of $750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly fees are $350 for our financial advisors.”
- Flat or project fee
- $750-$3,000
“Flat fees generally range from $750 to $3,000.”
- Annual fee
- $750/yr
“We require a minimum retainer of $750 for a financial planning or consulting fee with the remainder of the fee directly billed to you and due to us within thirty (30) days of your financial plan being delivered or consultation rendered to you.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Logic Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be debited from client accounts in advance at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value) of the client's account at the end of the previous quarter.”
- “Paid in Advance We charge our advisory fees quarterly in advance.”
- “In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”
How Logic Wealth Management, LLC’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 8 of the 15 other planners in Pasadena that publish an hourly rate charge less.
- Its flat or project fee of $750-$3,000 is below the California median of $5,000. 18% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 16 other planners in Pasadena that publish a flat or project fee charge less.
- Its annual fee of $750 is below the California median of $6,250. 7% of the 224 other California planners that publish an annual fee charge less.
- None of the 4 other planners in Pasadena that publish an annual fee charge less.
About Logic Wealth Management, LLC
“Description of the Types of Advisory Services Logic Wealth Management Offers (i) Portfolio Management: Logic WM provides advice to clients regarding investment of funds based on the individual needs of the client.”
- Firm size: 9 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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% a year
- Clients
- 220
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $184,749,471
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153453
- Phone
- (626) 757-4323
Other planners in Pasadena that publish fees
- Appian Way FinancialPasadena$500-$5,000
- Equanimity Financial PartnersPasadena$2,500-$20,000
- Favor Wealth Advisors, LLCPasadena$500/hr, $2,500-$20,000
- Fiducia Wealth ManagementPasadena$350/hr, $2,500-$10,000
- Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
- Foundry Financial LLCPasadena$1,000-$10,000
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.