Northwoods Financial Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$5,000

“AND CONSULTING NorthWoods charges a fixed fee of $2,000 to $5,000 based on complexity and unique Client needs for financial planning.”

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

How Northwoods Financial Partners LLC bills

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

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Northwoods Financial Partners LLC’s fees compare

• Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Hermosa Beach that publish a flat or project fee charge less.

About Northwoods Financial Partners LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

4

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$705,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332747

Phone

(310) 701-1030

Other planners in Hermosa Beach that publish fees

• Axis Capital Management, LLCHermosa Beach$250/hr, $5,000⁠-⁠$10,000
• Glenmore Financial, Inc, LifesightedHermosa Beach$150⁠-⁠$350/hr, $495⁠-⁠$995
• Hermosa AdvisorsHermosa Beach$3,000⁠-⁠$8,000, $2,000⁠-⁠$5,000/yr
• Hermosa Capital Management, LLCHermosa Beach$200⁠-⁠$500/hr
• Hermosa Wealth ManagementHermosa Beach$250/hr
• New Wave Financial ServicesHermosa Beach$400/hr, $899

Compare all 9 planners in Hermosa Beach