PlannerFees

Refresh Investments fees and pricing

Financial planner in Santa Monica, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 12, 2026, Refresh Investments charges $400 an hour and a flat or project fee of $5,000⁠-⁠$25,000 for financial planning.

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
$400/hr
“The fee is billed at a rate of $400 per hour when engaging a senior advisor of the Firm or $275 per hour when engaging a junior advisor of the Firm.”
Flat or project fee
$5,000⁠-⁠$25,000
“Refresh Financial Planning Service Financial planning services are offered on a fixed fee basis for the development and delivery of a financial plan and range from $5,000 to $25,000 based on the complexity, needs of the client, and scope of the planning engagement.”

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

How Refresh Investments bills

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

  • “The annual fees are negotiable, pro-rated, and paid in arrears on a quarterly basis.”
  • “The advisory fees are negotiable, pro-rated, and paid in arrears on a quarterly basis.”
  • “Fees for the held-away assets may be paid by electronic funds transfer or check.”

How Refresh Investments’ fees compare

  • Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
  • 5 of the 7 other planners in Santa Monica that publish an hourly rate charge less.
  • Its flat or project fee of $5,000-$25,000 is above the California median of $5,000. 89% of the 796 other California planners that publish a flat or project fee charge less.
  • 3 of the 5 other planners in Santa Monica that publish a flat or project fee charge less.

About Refresh Investments

“The Firm offers investment advisory services, defined as giving investment and financial advice to a client or recommending investment/portfolio changes for a client based on their individual needs.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Pamela Chen
  • Firm size: 2 employees.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • 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
1.5% a year
Clients
26
Employees
2
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
$61,549,556
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
297146
Website
refreshinvest.com (opens in new tab)
Phone
(424) 625-7260

Other planners in Santa Monica that publish fees

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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.