PlannerFees

New Wave Financial Services fees and pricing

Financial planner in Hermosa Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 4, 2026, New Wave Financial Services charges $400 an hour, a flat or project fee of $899, and an annual fee of $9,000 for financial planning.

Published fees

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

Hourly rate
$400/hr
“Additional ad hoc services are available at the hourly rate of $400 per hour.”
Flat or project fee
$899
“When Financial Planning services are provided on a standalone basis, we will charge a fixed fee that will generally range from $899 for an ask me anything meeting to $6,000 for a financial review, based on the complexity of the situation and the needs of the client.”
Annual fee
$9,000/yr
“We charge a Financial Planning Base Fee of $9,000 per year, payable quarterly in arrears.”

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

How New Wave Financial Services bills

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

  • “The Initial Fee may be paid by check or, following your prior written authorization, may be paid through a qualified, unaffiliated third-party processor.”
  • “In addition, we charge an Investment Management Asset-Based fee calculated as a percentage of assets under management, payable quarterly in arrears.”
  • “This fee is collected from your investment account monthly in arrears.”

How New Wave Financial Services’ fees compare

  • Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
  • 5 of the 5 other planners in Hermosa Beach that publish an hourly rate charge less.
  • Its flat or project fee of $899 is below the California median of $5,000. 9% of the 796 other California planners that publish a flat or project fee charge less.
  • 1 of the 5 other planners in Hermosa Beach that publish a flat or project fee charge less.
  • Its annual fee of $9,000 is above the California median of $6,250. 62% of the 224 other California planners that publish an annual fee charge less.
  • 1 of the 3 other planners in Hermosa Beach that publish an annual fee charge less.

About New Wave Financial Services

“We offer financial planning, portfolio management, ongoing tax planning, and income tax preparation services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • Cash flow and budgeting

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
0.4% a year
Clients
69
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$121,574,578
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
173224
Website
twitter.com/gregmeyercpa (opens in new tab)
Phone
(213) 316-8641

Can advise clients in 2 states: California, New York

Other planners in Hermosa Beach that publish fees

Compare all 9 planners in Hermosa Beach

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.