Prism Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees range from $1,500 to $10,000.”

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

How Prism Advisors, Inc. bills

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

• “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.”
• “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or as a fee based on the percentage of Plan assets under management.”
• “Clients will be invoiced directly for the fees.”

How Prism Advisors, Inc.’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.

About Prism Advisors, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2017 (9 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

3% a year

Clients

242

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$515,053,031

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286474

Website

prismadvisors.com (opens in new tab)

Phone

(818) 760-3333

Can advise clients in 11 states: California, Delaware, Florida, Illinois, Louisiana, Massachusetts, Maryland, New Hampshire, New York, Texas, Virginia

Other planners in Studio City that publish fees

• Acap Asset Management, Inc.Studio City$350/hr, $3,500⁠-⁠$10,000
• 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
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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