Wealth Management Partners of Los Angeles fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The negotiated hourly fee for these services is $250.”

Flat or project fee

$500⁠-⁠$3,000

“The negotiated fixed rate for creating client financial plans is between $500 and $3,000.”

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

How Wealth Management Partners of Los Angeles bills

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

• “Clients may terminate the agreement without penalty for a full refund of WMPLA's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Wealth Management Partners of Los Angeles’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Encino that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Encino that publish a flat or project fee charge less.

About Wealth Management Partners of Los Angeles

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

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

124

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

$25,078,673

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306780

Website

wmplainc.com (opens in new tab)

Phone

(844) 242-0073

Other planners in Encino that publish fees

• Financial Planning for Generations, Inc.Encino$275⁠-⁠$550/hr
• Goodstein Wealth Management LLCEncino$320/hr, $500⁠-⁠$5,500
• Heyman Wealth Management, LLCEncino$2,500⁠-⁠$10,000, $1,000⁠-⁠$10,000/yr
• Navalign, LLCEncino$400/hr, $400

Compare all 5 planners in Encino