MDRN Wealth fees
Financial planner in Venice, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 22, 2026, MDRN Wealth (Venice, CA) charges a flat or project fee of $1,000-$10,000 and an annual fee of $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 22, 2026. Fees can change.
- Flat or project fee
- $1,000-
$10,000 Runs from below the California median of $5,000 to above it.
“The negotiated fixed rate for creating client financial plans is $1,000 to $10,000.”
- Annual fee
- $10,000/yr
Above the California median of $8,483; 57% of the 103 other planners in California that publish an annual fee charge less.
“Ongoing Comprehensive Financial Planning consists of an annual flat fee of $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
- Registered since
- 2022 (4 years)
How MDRN Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of MDRN's fees within five business days of signing the Investment Advisory Contract.”
- “Fees are negotiable and based on complexity and the needs of the client.”
About MDRN Wealth
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 102
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $101 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 22, 2026
- CRD number
- 323177 (opens in new tab)
- Phone
- (310) 307-5523
Registered in 6 states: Arizona, California, Florida, Louisiana, New York, Texas
More planners in California that publish fees
- GKV Capital Management Co IncWalnut CreekFlat up to $2,000
- Affinity Asset ManagementChinoHourly $100-$250/hr, Annual $5,000-$17,500/yr
- PFL Partners LLCHawthorneHourly $150/hr, Flat $600-$1,800
- Taylor K a Associates IncCambriaHourly $200/hr
- Ashby Wealth Management, LLCKensingtonHourly $249/hr, Flat up to $1,495
- Osborne Capital ManagementSan DiegoHourly $100-$250/hr, Flat up to $500
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.