Pih Investments, LLC fees and pricing

Published fees

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

Hourly rate

$240/hr

“5 Pih Investments, LLC Financial Planning Services are offered based on an hourly fee of $240 per hour.”

Flat or project fee

$960⁠-⁠$3,500

“Services are offered based on flat fees ranging from $960 to $3500 depending on the complexity of the financial situation and services provided.”

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

How Pih Investments, LLC bills

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

• “Fees are billed quarterly in arrear based on the amount of assets managed as of the close of business on the last business day of the quarter.”
• “The fees must be paid within ten (10) days following the beginning of the month which the account is being billed for.”
• “Clients may 4 Pih Investments, LLC terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund, without penalty.”

How Pih Investments, LLC’s fees compare

• Its hourly rate of $240 is below the California median of $300. 18% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $960-$3,500 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.

About Pih Investments, 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: 2013 (13 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

Clients

35

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$87,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166867

Website

pihinvestments.com (opens in new tab)

Phone

(818) 237-0378

Other planners in South Pasadena that publish fees

• Blue Canyon WealthSouth Pasadena$50⁠-⁠$1,500
• 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
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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