Firm
Longevity Capital Management
Thousand Oaks, California
Fee-only
Longevity Capital 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 3 employees and 182 individual clients, 165 of them high net worth.
- Its average account is about $725,000 (assets it manages divided by its 254 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Thousand Oaks, California |
|---|---|
| Website | longevitycapitalmgmt.com |
| Phone | (805) 917-6771 |
Longevity Capital Management fees
Longevity Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $184 million |
| Individual clients | 17 |
| High-net-worth clients | 165 |
| Accounts managed | 254 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-129124) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 328283 |