Painted Porch Advisors LLC fees and pricing
Financial planner in Santa Barbara, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Painted Porch Advisors LLC charges an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $7,500/yr
“Comprehensive Services (Excluding Investment Management) For clients engaging us for comprehensive services excluding investment management, Painted Porch charges a flat fee of $7,500 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Painted Porch Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annual fees are based on the approximate amount of time and resources required to provide the services agreed to in the retainer agreement and may be negotiable.”
- “Billing Method Investment Management Services Painted Porch’s advisory fees are payable quarterly in advance, at the beginning of each calendar quarter, based on the account market value on the last day of the prior calendar quarter.”
- “For clients that commence management with us on a date other than the first day of a calendar quarter, the initial billing will be the charge in advance for the first full calendar quarter under our management.”
How Painted Porch Advisors LLC’s fees compare
- Its annual fee of $7,500 is above the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.
- 1 of the 3 other planners in Santa Barbara that publish an annual fee charge less.
About Painted Porch Advisors LLC
“Painted Porch is managed and owned as follows: • Brian Lloyd - 55% Owner, and Managing Member • Kurt Schliemann - 35% Owner, and Member • James Castanino - 10% Owner, and Member Advisory Services Offered Painted Porch offers comprehensive wealth management services to our clients.”
- Firm size: 21 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
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
- 1% a year
- Clients
- 292
- Employees
- 21
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions
- Assets managed
- $571,924,848
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304375
- Phone
- (805) 567-4288
Can advise clients in 11 states: California, Colorado, District of Columbia, Florida, Illinois, Massachusetts, Nebraska, New York, Oregon, Texas, Washington
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
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.