Pashman Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pashman Financial is a small, state-registered independent advisory firm serving individual and high‑net‑worth clients. The firm offers tailored investment management alongside a range of financial planning services, including ongoing comprehensive planning, limited‑scope projects, and one‑time plans, and it also provides retirement plan/pension consulting for plan sponsors.
The firm primarily follows a passive investment approach using model portfolios, index mutual funds and ETFs, and may engage third‑party Outside Managers or subscribe to model strategies through a custodial model marketplace. It also utilizes direct indexing via separately managed accounts for client customization and tax‑loss harvesting, and structures ongoing planning engagements around an annual service calendar with periodic implementation support.
Noteworthy for a solo adviser with relatively modest assets under management and a small client roster, the firm offers pension/retirement plan consulting and regularly conducts fee‑based educational seminars for organizations and the public. The principal supplements advisory work with outside financial‑planning engagements and a separate financial‑education business, which corresponds with the firm’s seminar offerings and its reliance on external model marketplaces and Outside Managers.
Client services
Expertise
Occupation focus
Fee options
Limited Scope Financial Planning fixed fees between $2,000 and $5,000; One-Time Financial Plan fixed fees between $695 and $895.
$0 - $2,000,000: 0.30% annually Above $2,000,000+: Flat fee of $6,000 annually ($1,500 quarterly)
$150 per hour for Limited Scope Financial Planning and/or Consulting.
Fee-only: Ongoing Comprehensive Financial Planning: $3,000-$3,500 initial fee (one-time), then $1,200 - $1,500 quarterly ongoing fees; Limited Scope Financial Planning: Fixed fee $2,000-$5,000 or hourly at $150/hour; One-Time Financial Plan: Fixed fee $695-$895.
Main office
Playa Del Rey CA
Advisors at this office
1
Most active in
California · Florida · Texas · Utah
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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