Firm
Life UnLocked Partners
Venice, California
Fee-only
Life UnLocked Partners 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 33 individual clients.
- Its average account is about $250,000 (assets it manages divided by its 59 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Venice, California |
|---|---|
| Website | lifeunlocked.partners |
| Phone | (888) 278-2080 |
Life UnLocked Partners 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.
| Asset-based fee | 1% to 2% a year |
|---|---|
| Account minimum | $150,000 |
| How it charges | Percentage of assets |
In the firm's words
"Fee-only: 1–2% a year on the assets we manage, billed monthly, never more than 2%." source
"Fee-only: 1–2% a year on the assets we manage, billed monthly, never more than 2%." source
"Minimum $150,000 for a direct relationship, as stated in our Form ADV Part 2A." source
"Fee-only: 1–2% a year on the assets we manage, billed monthly, never more than 2%." 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 | $15 million |
| Individual clients | 33 |
| Accounts managed | 59 |
| Employees | 3 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 318642 |