Firm
Live, Learn, Grow Wealth Management
Diamond Bar, California
Fee-only
Live, Learn, Grow Wealth Management 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 11 individual clients, 4 of them high net worth.
- Its average account is about $497,000 (assets it manages divided by its 14 accounts).
- Its ongoing planning fee starts at $4,000 a year, below the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Diamond Bar, California |
|---|---|
| Website | llgwealth.com |
| [email protected] | |
| Phone | (855) 554-9584 |
Live, Learn, Grow Wealth Management 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 $4,000 a year |
|---|
In the firm's words
"Our annual fee ranges from $4,000 to $15,000" 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 | Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 7 |
| High-net-worth clients | 4 |
| Accounts managed | 14 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 16, 2026 |
| SEC record | CRD 289348 |