Sustainable Wealth Advisory Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“The Advisor’s hourly fee will be billed at a rate of $275 per hour and will be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$1,500

“These clients will be charged a fixed fee of $1,500, with $375 payable in advance and the balance due upon completion of the services.”

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

How Sustainable Wealth Advisory Group bills

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

• “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the financial plan, any fees due the Advisor will be invoiced to the client and payable within five days of delivery of the invoice.”
• “If fees are owed to the client, the Advisor will refund to the client a pro-rata share of any pre-paid fee within five days of Agreement termination.”
• “Fees payable in advance will be based on the value of portfolio assets of the account managed by the Advisor as of the opening of business on the first business day of each quarter.”

How Sustainable Wealth Advisory Group’s fees compare

• Its hourly rate of $275 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
• 14 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Sustainable Wealth Advisory Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

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% a year

Clients

33

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$3,956,588

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336574

Website

sustainablewealth.com (opens in new tab)

Phone

(855) 275-7924

Other planners in Los Angeles that publish fees

• Ades Investment Counsel, Inc.Los Angeles$300/hr, $300⁠-⁠$5,000
• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Blacklines FinancialLos Angeles$5,000/yr
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500

Compare all 73 planners in Los Angeles