Modern Assets, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$10,000

“The fixed fee can range between $5,000 and $10,000.”

Annual fee

$2,000/yr

“Add-on: planning for your adult children is available from $2,000 per year, per child.”

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

How Modern Assets, LLC bills

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

• “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
• “The fee is payable at the start of the engagement and is separate from ongoing investment management or planning fees.”
• “The annual fee is negotiable and is paid in arrears on a quarterly basis.”

How Modern Assets, LLC’s fees compare

• Its flat or project fee of $5,000-$10,000 is above the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Hawthorne that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the California median of $6,250. 14% of the 224 other California planners that publish an annual fee charge less.

About Modern Assets, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 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

1% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$7,574,025

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285269

Website

motheredmoney.com (opens in new tab)

Phone

(424) 278-0732

Other planners in Hawthorne that publish fees

• Otium Advisory Group, LLCHawthorne$275/hr, $1,000⁠-⁠$4,000
• PFL Partners LLCHawthorne$150/hr, $600⁠-⁠$1,800
• 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

Compare all 4 planners in Hawthorne