Firm
Martin W. Rosenzveig &
Beverly Hills, California
Fee-only
Martin W. Rosenzveig & 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 19 individual clients, 9 of them high net worth.
- Its average account is about $472,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Beverly Hills, California |
|---|---|
| Phone | (248) 752-7647 |
Martin W. Rosenzveig & fees
Martin W. Rosenzveig & 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 | $23 million |
| Individual clients | 10 |
| High-net-worth clients | 9 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 294583 |