Firm
Wealth Being Advisors
Hermosa Beach, California
Fee-only
Wealth Being Advisors 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 17 individual clients, 3 of them high net worth.
- Its average account is about $85,000 (assets it manages divided by its 33 accounts).
- Its ongoing planning fee starts at $3,600 a year, below the California median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Hermosa Beach, California |
|---|---|
| Website | wealthbeingadvisors.com |
| [email protected] | |
| Phone | (310) 465-9981 |
Wealth Being Advisors 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 $3,600 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$ 300 /month" source
"I charge a flat 1% on assets managed." source
"Do you have asset minimums? No." source
"Flat monthly fee for ongoing planning and support." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 14 |
| High-net-worth clients | 3 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 333094 |