Firm
Loam Advisory
Los Angeles, California
Fee-only
Loam Advisory at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 1 individual clients.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | loamadvisory.com |
| [email protected] | |
| Phone | (818) 667-0456 |
Loam Advisory 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 $1,000 |
|---|---|
| How it charges | One-time plans or projects · Flat fee |
In the firm's words
"Fixed Fee: $1,000" source
"Our fee for a comprehensive Design engagement ranges from $2,500 to $5,000" 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 | Percentage of assets · Fixed fees |
|---|---|
| Individual clients | 1 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 335731 |