PlannerFees

Wealth Being Advisors LLC fees and pricing

Financial planner in Hermosa Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 24, 2026, Wealth Being Advisors LLC charges $275 an hour and a flat or project fee of $500⁠-⁠$6,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$275/hr
“Our hourly rate is $275.”
Flat or project fee
$500⁠-⁠$6,000
“Fixed fee rates range between $500 to $6,000.”

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

How Wealth Being Advisors LLC bills

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

  • “Fees will be paid monthly or quarterly, in advance or in arrears, as outlined in your Advisory Contract.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Fees are paid monthly or quarterly, in advance or arrears, as outlined in your Advisory Contract.”

How Wealth Being Advisors LLC’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.
  • 3 of the 5 other planners in Hermosa Beach that publish an hourly rate charge less.
  • Its flat or project fee of $500-$6,000 spans the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
  • 2 of the 5 other planners in Hermosa Beach that publish a flat or project fee charge less.

About Wealth Being Advisors LLC

“We offer Investment Management and Financial Planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Charles Edson
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2024 (2 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
3% a year
Clients
17
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$2,817,679
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
333094
Website
instagram.com/cashflowcharley (opens in new tab)
Phone
(310) 465-9981

Other planners in Hermosa Beach that publish fees

Compare all 9 planners in Hermosa Beach

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.