Firm
Refresh Investments LLC
Santa Monica, California
Fee-only
Refresh Investments LLC 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 CFA.
- Its Form ADV reports 2 employees and 26 individual clients, 19 of them high net worth.
- Its average account is about $2.4 million (assets it manages divided by its 26 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Monica, California |
|---|---|
| Website | refreshinvest.com |
| [email protected] | |
| Phone | (424) 625-7260 |
Refresh Investments LLC 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.
| One-time plan | From $5,000 |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
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 | $62 million |
| Individual clients | 7 |
| High-net-worth clients | 19 |
| Accounts managed | 26 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 297146 |