Pasadena Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$800/hr

“The maximum hourly fee to be charged will not exceed $800.”

Flat or project fee

$2,500

“The initial flat fee for data gathering shall not exceed $2,500 and the total flat fee shall not exceed $200,000 per annum payable on a monthly basis.”

Annual fee

$40,000/yr

“As such, PPW is entitled to $40,000 per annum in compensation for the administrative ADV Part 2A – Firm Brochure Page 7 Pasadena Private Wealth, LLC duties of COF1.”

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

How Pasadena Private Wealth, LLC bills

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

• “Fees are negotiable and will be deducted from client account(s).”
• “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
• “Annualized fees are billed on a pro-rata basis quarterly, in arrears, based on the value of the account(s) on the last day of the previous quarter.”

How Pasadena Private Wealth, LLC’s fees compare

• Its hourly rate of $800 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
• 15 of the 15 other planners in Pasadena that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 16 other planners in Pasadena that publish a flat or project fee charge less.
• Its annual fee of $40,000 is above the California median of $6,250. 96% of the 224 other California planners that publish an annual fee charge less.
• 4 of the 4 other planners in Pasadena that publish an annual fee charge less.

About Pasadena Private Wealth, LLC

• Firm size: 19 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

432

Employees

19

Works with

Individuals, high net worth individuals, investment companies, pooled investment vehicles, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$1,620,620,686

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

295178

Website

pasadenaprivatewealth.com (opens in new tab)

Phone

(626) 993-9300

Can advise clients in 8 states: California, Florida, Georgia, Hawaii, Nebraska, New York, Ohio, Texas

Other planners in Pasadena that publish fees

• Appian Way FinancialPasadena$500⁠-⁠$5,000
• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Fiducia Wealth ManagementPasadena$350/hr, $2,500⁠-⁠$10,000
• Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
• Foundry Financial LLCPasadena$1,000⁠-⁠$10,000

Compare all 35 planners in Pasadena