ID Asset Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ID Asset Advisory is a fee-only, state-registered sole proprietorship that provides modular financial planning, investment consulting, portfolio management, private-investment due diligence, guided implementation support, and client-facing educational workshops. Its clients include individuals and families, trustees, businesses, and nonprofit organizations, and it offers both one‑time planning engagements and ongoing services such as a month‑to‑month plan-continuity program.
The firm’s investment work combines fundamental, quantitative, and asset-allocation analysis and is tailored to each client’s objectives, risk tolerance, and constraints; advice typically emphasizes long‑term holdings though shorter-term recommendations may be made when appropriate. Planning is delivered as fixed‑price, modular engagements (with foundation modules required for tailored advice), and portfolio management engagements can be either discretionary or non‑discretionary and are billed as flat fees per client relationship rather than as a percentage of assets.
Compared with peers in its category, the firm notably offers public educational seminars and group sessions, uses hourly and fixed‑project billing options alongside fixed‑price planning, and expressly provides institutional and trustee investment-policy engagements and periodic reviews—services that are less common among firms with no active registered advisors. The firm performs independent due diligence on private placements clients are considering but does not operate or advise pooled private funds, maintains a strict no‑custody/no‑account‑access policy, and discloses an affiliate relationship while stating it currently recommends no affiliate securities.
Client services
Expertise
Fee options
Planning modules: $500, $750, $1,000, or $1,500 each; Life-Stage Plan: $3,500; Complex/Multi-Stage Plan: From $7,500 up to $15,000; Organizational and Trustee Investment Policy Engagement: $3,500 initial, $1,500 per review
$300 per hour
Plan Continuity Program: $100, $200, or $300 per month billed monthly in advance
Fee-only: Fixed fees only; no commissions or asset-based fees
Main office
Woodland Hills CA
Advisors at this office
1
Most active in
California
Also doing business as
Chellevold, Imee Rose, Tagaca · Id Asset Advisory
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
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