Larrea Wealth Management (LWM) offers financial planning and investment advice. LWM creates written financial plans that provide advice on how to allocate your assets across various investments, including stocks, bonds, and mutual funds. The plans may also cover tax, retirement, and estate planning. LWM also offers a membership website for 401k plan participants with different levels of access to training and content.
Assets Under Management$14M
Clients58
Advisors1
Avg. per Client$230K
Avg. per Advisor$14M
Fee Structure
Annual retainer fees for financial planning may range up to $20,000, and are typically billed quarterly at the start of each quarter.
- Financial plan - Fees range from $3,950 to $20,000, depending on the complexity of your financial situation. Half the fee is due in advance, and the rest is due upon presentation of the plan.
- Hourly financial planning - Up to $300 per hour.
Annual Retainer:Up to $20,000/year
One-Time Plan:$3,950 - $20,000
Hourly Rate:Up to $300/hr
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