Firm
Brand New Day Wealth Planning
Los Angeles, California
Fee-only
Brand New Day Wealth Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its hourly rate of $250 is below the California median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | bndwealthplanning.com |
| [email protected] | |
| Phone | (424) 438-0381 |
Brand New Day Wealth Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,950 |
|---|---|
| Hourly | $250 an hour |
| Account minimum | None |
| How it charges | Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Investment: $3,950 individuals" source
"Hourly Rate: $250" source
"We are advice-only, meaning we do not manage assets so there are no account minimums." source
"Investment: $3,950 individuals $4,950 couples" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 327674 |