Arielle Louise Bittoni
Advisor at Good Balance FP LLC — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, CFA®, Series 63
Experience Industry experience
22 years
Location
Los Angeles, CA 90025
Good Balance FP LLC
Independent
Total advisors
1Clients per advisor
23 TypicalAvg AUM per client
$1,473,625 Very HighHNW client ratio
65% Very HighArielle Bittoni is a CFP® and CFA® charterholder with 22 years of industry experience. She is the principal at Good Balance FP LLC, an independent firm based in Los Angeles, where she has worked since 2022. Prior to this, she held roles at Refresh Investments, MML Investors Services, MassMutual Life Insurance Company, and Hilltop Securities. Outside of financial advising, she consults on office management for her husband’s architecture firm. Good Balance FP LLC provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, predominantly using diversified, passive mutual funds and ETFs, and outsources operational and sub-advisory functions to a third party.
Based on Good Balance FP LLC
Based on Good Balance FP LLC
Financial planning fixed fees typically range from $5,000 to $12,000 annually.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.40%
Financial planning hourly rate at $350 per hour.
Minimum fee: Minimum annual fees start at $5,000 for individuals and $7,000 for couples, not to exceed $10,000 and $12,000, respectively. Fee-only: Financial planning fixed fees typically range from $5,000 to $12,000 annually; hourly rate at $350 per hour.
Los Angeles, CA
11755 Wilshire Blvd, Suite 1250
Los Angeles CA 90025
Advisors at this office
1
California
22 years of industry experience
Good Balance FP LLC
2022 - Present • 4 years
Los Angeles, CA
Refresh Investments
2020 - 2023 • 3 years
Santa Monica, CA
MML INVESTORS SERVICES
2017 - 2020 • 3 years
Los Angeles, CA
MassMutual life Insurance Company
2017 - 2020 • 3 years
Los Angeles, CA
Hilltop Securities inc.
2016 - 2017 • 1 year
Dallas, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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