Plectrum Advisers LLC fees and pricing
Financial planner in Altadena, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Plectrum Advisers LLC charges $350 an hour, a flat or project fee of $1,500-$2,000, and a monthly fee of $29 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The hourly fee is $350.”
- Flat or project fee
- $1,500-$2,000
“Clients may engage Plectrum Advisers for financial planning under a fixed fee arrangement that ranges from $1,500 to $2,000 per contract, depending on the complexity of the client’s situation.”
- Monthly fee
- $29/mo
“Once the assets in the account exceed $5000, or 12 months have gone by, the monthly subscription fee becomes $29.95/month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Plectrum Advisers LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable when services are concluded.”
- “Portfolio management fees are generally payable quarterly, in advance.”
- “Fees are prorated for asset flows of $50,000 or greater.”
How Plectrum Advisers LLC’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Altadena that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$2,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
About Plectrum Advisers LLC
“General Information Plectrum Advisers, LLC (“Plectrum Advisers “ or “Adviser”) was formed in March of 2016 and provides financial planning, portfolio management services, and educational seminars/workshops to its clients.”
- Firm size: 2 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- Minimum
- $300,000 in assets (stated in brochure)
- Clients
- 75
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $72,546,832
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283181
- Phone
- (818) 679-2891
Other planners in Altadena that publish fees
- Brightorange AdvisorsAltadena$250/hr
- Capital Partners Investment GroupAltadena$350/hr, $100-$25,000
- 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
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.