Firm
Libra Wealth LLC
Los Gatos, California
Fee-only
Libra Wealth LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 143 individual clients, 127 of them high net worth.
- Its average account is about $786,000 (assets it manages divided by its 814 accounts).
- 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 Gatos, California |
|---|---|
| Website | librawealth.com |
| [email protected] | |
| Phone | (408) 721-1633 |
Libra Wealth 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.
| Hourly | $250 an hour |
|---|---|
| How it charges | Flat fee · Hourly · Ongoing planning fee |
In the firm's words
"You may choose to engage the services of Libra Wealth either at a fixed fee or at an hourly rate of $250." source
"We charge a fixed annual fee, determined on a client-by-client basis." source
"We charge a fixed annual fee, determined on a client-by-client basis." source
"You may choose to engage the services of Libra Wealth either at a fixed fee or at an hourly rate of $250." 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 |
|---|---|
| Assets managed | $640 million |
| Individual clients | 16 |
| High-net-worth clients | 127 |
| Accounts managed | 814 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-120883) |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 288098 |