Firm
Crafted Wealth Management, LLC
Los Angeles, California
Fee-only
Crafted Wealth Management, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 56 individual clients, 25 of them high net worth.
- Its average account is about $231,000 (assets it manages divided by its 351 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | craftedwealthmanagement.com |
| [email protected] | |
| Phone | (414) 813-0770 |
Crafted Wealth Management, LLC 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.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Regardless of volume, we charge a minimum of $12,000/year." source
"Your annual fee is based on volume of assets that we manage, and follows a decreasing percentage with increasing amounts" source
"Regardless of volume, we charge a minimum of $12,000/year." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $81 million |
| Individual clients | 31 |
| High-net-worth clients | 25 |
| Accounts managed | 351 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 282090 |