Velev Advisors fees and pricing

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

$150⁠-⁠$300/hr

“Fixed fee, typically ranging from $500 to $5000, depending on the complexity and the scope of the engagement, or On an hourly basis, from $150 to $300 per hour.”

Flat or project fee

$500⁠-⁠$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 Velev Advisors bills

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

• “Investment management fees are invoiced in arrears quarterly and are debited from client's custodial accounts.”
• “Fees for financial planning services are invoiced to the clients upon completion of the financial planning engagement.”
• “The fees can be paid by check or any mutually agreed electronic way such as Zelle, PayPal or Venmo.”

How Velev Advisors’ fees compare

• Its hourly rate of $150-$300 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
• 7 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 7 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Velev Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• 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% a year

Clients

2

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

$1,696,187

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283370

Website

twitter.com/VelevAdvisors (opens in new tab)

Phone

(818) 428-7969

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