Raven Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$5,000⁠-⁠$10,000

“Fixed fee rates range between $5,000 - $10,000.”

Annual fee

$5,000⁠-⁠$10,000/yr

“The annual fee for this service ranges from $5,000 to $10,000.”

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

How Raven Wealth Advisors bills

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

• “Fees are negotiable at the sole discretion of the Advisor and some fees may vary by Client for similar services.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “For Client convenience, the annual fee is billed and paid in monthly installments in advance.”

How Raven Wealth Advisors’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 15 other planners in Pasadena that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 is above the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.
• 12 of the 16 other planners in Pasadena that publish a flat or project fee charge less.
• Its annual fee of $5,000-$10,000 spans the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.
• 3 of the 4 other planners in Pasadena that publish an annual fee charge less.

About Raven Wealth Advisors

• Principal: Carlota Venegas
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339849

Website

ravenwealthadvisors.com (opens in new tab)

Phone

(213) 433-5650

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