Firm
Silicon Beach Financial
Santa Monica, California
Fee-only
Silicon Beach Financial 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 18 individual clients, 4 of them high net worth.
- Its average account is about $153,000 (assets it manages divided by its 85 accounts).
- Its ongoing planning fee starts at $6,000 a year, in line with the California median of $6,000.
- 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 | siliconbeachfinancial.com |
| [email protected] | |
| Phone | (424) 229-1684 |
Silicon Beach Financial 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 $6,000 a year |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"recurring quarterly fee, paid in advance, of $1,500 for individuals" source
"$0 - $1,000,000: 0.90%" source
"$10,000,001 and above: 0.50%" source
"$0 - $1,000,000: 0.90%" 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 |
|---|---|
| Assets managed | $13 million |
| Individual clients | 14 |
| High-net-worth clients | 4 |
| Accounts managed | 85 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 332472 |