Seneca Private Wealth, LLC fees
Financial planner in Los Angeles, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Seneca Private Wealth, LLC (Los Angeles, CA) charges up to $400 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change.
- Hourly rate
- Up to $400/hr
Can go up to $400; the Los Angeles median is $300. Can go up to $400; the California median is $300.
“Hourly fees generally range up to $400 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
- Registered since
- 2025
How Seneca Private Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance of the fee is due and payable upon receipt of the final consulting or planning services.”
- “For stand-alone financial planning services, the agreement between Seneca and the client will terminate upon delivery of the plan or completion of the service.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
About Seneca Private Wealth, LLC
Planning areas mentioned in the brochure
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 37
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $29.9 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 10, 2026
- CRD number
- 334161 (opens in new tab)
- Phone
- (310) 984-1347
Registered or notice filed in 2 states: California, Texas
Other planners in Los Angeles that publish fees
- Whalen Financial PlanningLos AngelesHourly $310/hr
- Fenul Wealth Management LLCLos AngelesHourly $200/hr, Flat $1,000-$3,500
- Solomon Investment Consulting, Inc.Los AngelesHourly $250/hr, Flat $2,000-$10,000
- Derderian Wealth Management, LLCLos AngelesFlat $1,500-$3,500
- West Grove WealthLos AngelesHourly $300/hr, Flat $3,500-$6,500
- Blackacre WealthLos AngelesHourly $500/hr, Flat $5,000-$25,000
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.