Brand New Day Wealth Planning is a registered investment advisor founded in January 2023 and located in Los Angeles, California. The firm is owned and operated by Cynthia Jabr, who serves as the principal and Chief Compliance Officer. Brand New Day Wealth Planning focuses exclusively on providing comprehensive financial planning, ongoing financial planning, and project-based financial planning services. The firm does not manage client investment portfolios directly or exercise authority to make trades without asking first. Instead, Brand New Day Wealth Planning provides strategic advice on topics such as retirement planning, tax strategies, estate planning, cash flow and debt management, employee benefits optimization, risk management, and business planning. The firm operates as a fee-only advisory practice, meaning compensation is received solely through direct client payments without commissions, sales charges, or third-party kickbacks. Brand New Day Wealth Planning emphasizes a holistic approach using modern portfolio theory principles and fundamental analysis when making recommendations within the scope of a financial plan.
Fee Structure
Brand New Day Wealth Planning offers ongoing financial planning services following the delivery of an initial comprehensive financial plan. Clients work one-on-one with a financial planner over an extended period to monitor, update, and implement their financial strategy.
- Monthly retainer — $100 to $500 per month, paid in arrears, depending on the client's specific needs, complexity, and required time and research.
- Comprehensive financial plan — $3,500 to $6,500 as a fixed fee for creating an initial detailed financial plan covering retirement, taxes, estate, cash flow, and other financial goals.
- Project-based financial planning — $2,000 to $3,000 as a fixed fee, or $250 per hour for focused, limited-scope engagements addressing specific financial questions or issues.
- Educational seminars and speaking engagements — Up to $10,000 based on preparation time, research, content, and attendee count.
