DM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
1,524 clients
Average Client Portfolio
$121K average
Assets Under Management
$184.9M
Fee Structure
Financial Plan Fee:$0 - $15,000
Hourly Rate:$125 - $350/hr
Financial planning fees can be hourly ($125-$350/hour) or fixed (between $0 and $15,000), depending on the complexity of the plan and are negotiable. Asset management fees generally range from 0.50% to 2.00% per year, based on the account size and complexity. Any fee above 2% must be approved by compliance. Fees are negotiable.
Areas of Practice
Retirement PlanningTax Planning
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Advisor Information
Office location
2437 Main Street, Santa Monica, CA, 90405
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ibn Advisory Services, INC.
April 2025 - Present · 9 mos
Previous Registrations
Gerber Kawasaki Wealth & Investment Management
November 2022 - August 2025 · 2 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.