Firm
L Squared Wealth Management
San Diego, California
Fee-only
Facts
| Based in | San Diego, California |
|---|---|
| Website | l2wealth.com |
| [email protected] | |
| Phone | (619) 430-9555 |
L Squared Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,600 |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Individual: $1,600" source
"$250 / Hour" source
"0.95%* (95 basis points)" source
"Investment supervisory services are assessed an annualized asset-based fee" 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 | $24 million |
| Individual clients | 18 |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 170468 |