Honest Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,938,668
Clients
28
Advisors
1
of 1 employees
About
The firm is a fee-only, independent investment adviser operating as a solo practice that provides discretionary and non-discretionary portfolio management and related financial planning primarily for individual investors, with additional work for trusts, estates and retirement plans. In addition to typical household accounts, the firm directly serves pension and profit-sharing plans and other employer-sponsored retirement arrangements.
The firm bases client programs on documented investment policy statements and risk tolerances, using a mix of fundamental and technical analysis to inform security selection and asset allocation. For retirement-plan clients it can act as either a limited-scope ERISA 3(21) adviser or a fully discretionary 3(38) investment manager, and it provides plan monitoring, participant education and periodic reporting; the firm also holds public seminars and workshops for educational purposes.
Compared with peers of similar size, the firm’s combination of small-practice wealth management and active pension consulting is atypical, and it uses established record-keepers (for example, John Hancock, Transamerica, Paychex and PCS Retirement) when administering plan services. The firm’s principal maintains a separate insurance practice and offers insurance products outside the advisory entity (a relationship disclosed in the brochure), and the firm recently removed services for variable annuities as a material change to its offering.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 0.85% annually $250,001 - $500,000: 0.75% annually $500,001 - $1,000,000: 0.70% annually $1,000,001 - $5,000,000: 0.55% annually $5,000,001+: 0.45% annually
Fee-only: Fee only investment management; no commissions on investment management services
Main office
9841 Irvine Center Drive, Suite 140
Irvine CA 92618
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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