Firm
From Planning to Living LLC
Reseda, California
Fee-only
From Planning to Living LLC 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 and 34 individual clients.
- Its average account is about $117,000 (assets it manages divided by its 53 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the California median of $6,000.
- 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 | Reseda, California |
|---|---|
| Website | fromplanningtoliving.com |
| [email protected] | |
| Phone | (818) 359-1219 |
From Planning to Living 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 $10,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$10,000 per year, paid quarterly or monthly" source
"1.00% up to the first $1M" source
"$10,000 per year, paid quarterly or monthly" source
"$10,000 per year, paid quarterly or monthly" 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 · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 34 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 16, 2026 |
| SEC record | CRD 298471 |