Brand New Day Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brand New Day Wealth Planning, LLC is a fee-only, independent advisory firm that offers comprehensive, ongoing, and project-based financial planning to individuals and high‑net‑worth clients. Services described in the brochure include business planning, cash‑flow and debt management, college savings, employee benefits optimization, estate planning, tax‑planning strategies, retirement planning, insurance review, and investment analysis.
The firm’s advice draws on fundamental analysis, Modern Portfolio Theory, and mutual fund/ETF evaluation to develop asset‑allocation and passive‑oriented recommendations; however, the firm does not provide discretionary portfolio management, custody of client assets, or trade execution on clients’ behalf. Clients receive written plans and, if engaged for ongoing planning, periodic monitoring and consultations, while implementation is left to the client or third‑party professionals the firm may recommend.
Notable differences from many peers include the firm’s offering of paid educational seminars and speaking engagements and its explicit use of fixed, project‑based, or recurring flat fees rather than percentage‑of‑assets‑under‑management pricing. The firm operates as a very small, solo practice with a limited client base, requires no account minimum, adheres to a written Code of Ethics and CFP standards, and discloses that it does not participate in wrap programs, custody, or third‑party referral compensation.
Client services
Expertise
Fee options
Fixed fees for Comprehensive Financial Plan ($3,500 - $6,500); Project-Based Financial Planning ($2,000 - $3,000); Educational Seminars (up to $10,000)
$250 per hour for project-based financial planning
Ongoing Financial Planning Fees paid monthly ranging from $100 to $500
Fee-only: Fixed fees ranging from $2,000 to $6,500 for financial planning services; Hourly rate of $250 for project-based financial planning; Monthly recurring fixed fees for ongoing financial planning ranging from $100 to $500; Educational seminars fees up to $10,000
Main office
8255 Beverly Blvd
Los Angeles CA 90048
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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