Firm
Halcyon Investment Advisor
Los Angeles, California
Fee-only
Halcyon Investment Advisor at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 73 individual clients.
- Its average account is about $681,000 (assets it manages divided by its 73 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | halcyonria.com |
| Phone | (213) 469-8925 |
Halcyon Investment Advisor fees
Halcyon Investment Advisor doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Performance-based fees |
|---|---|
| Assets managed | $50 million |
| Individual clients | 73 |
| Accounts managed | 73 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 1, 2026 |
| SEC record | CRD 327727 |