Shlecter Wealth Management, LLC fees and pricing
Financial planner in Beverly Hills, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Shlecter Wealth Management, LLC charges $400-$600 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400-$600/hr
“We charge $400 - $600 per hour for financial advisors, and flat fees generally range from $5,000 and up.”
- Flat or project fee
- $5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shlecter Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For purposes of calculating refunds, clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”
How Shlecter Wealth Management, LLC’s fees compare
- Its hourly rate of $400-$600 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- None of the 4 other planners in Beverly Hills that publish an hourly rate charge less.
- Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Beverly Hills that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Shlecter Wealth Management, LLC
“However, Scott Shlecter continues to provide Financial Planning & Consulting services through SWM.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167973
- Phone
- (310) 738-1400
Other planners in Beverly Hills that publish fees
- Beverly Hills Private Wealth, LLCBeverly Hills$1,000/hr, $20,000
- Cheviot Value Management, LLCBeverly Hills$700/hr, $900
- Mozaic, LLCBeverly Hills$750/hr
- O'boyle Wealth Management, Inc.Beverly Hills$1,000/hr, $50,000
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.