Advisor at Fenul Wealth Management LLC
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Firm
Fenul Wealth Management LLC
Location
Los Angeles, CA 90024
Credentials
Series 65
Industry experience
5 years
Tayeb Ayat is a financial advisor with Fenul Wealth Management LLC in Los Angeles, CA, holding a Series 65 designation and five years of industry experience. He is also the Chief Investment Officer and principal of Fenul Capital Investment LP, a private pooled investment company. Prior to founding Fenul Wealth Management, he has worked at California Resources Corporation since 2013. Fenul Wealth Management is an independent, fee-based advisory firm serving private individuals, high-net-worth clients, trusts, and organizational clients such as small businesses and non-profits. The firm employs a combination of fundamental and technical analysis, quantitative asset allocation, and active trading strategies to manage portfolios across various asset classes and offers comprehensive financial planning and institutional-type cash management services.
Based on Fenul Wealth Management LLC
Based on Fenul Wealth Management LLC
Comprehensive Financial Plan: $3,500 fixed fee (negotiable); Annual Financial Plan Review: $1,000 fixed fee
Under $150,000 - $150,000: 3% $0 - $250,000: 2.5% $250,001 - $500,000: 2% $500,001 - $750,000: 1.5% $750,001 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $4,000,000: 0.65% $4,000,001 - $6,000,000: 0.55% $6,000,001 - $10,000,000: 0.45% Over $10,000,000+: 0.35%
$200 hourly fee for Separate Financial Planning Consultations
Fee-only: Comprehensive Financial Plan: $3,500 fixed fee (negotiable based on complexity); Annual Financial Plan Review: $1,000 fixed fee; Separate Financial Planning Consultations: $200 hourly fee
10880 Wilshire Blvd, Suite 1101
Los Angeles, CA 90024
California
Fenul Capital Investment LP
2020 - Present (6 years)
Fenul Wealth Managment
2020 - Present (6 years)
California Resources Corporation
2013 - Present (13 years)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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Joseph C. Longo, Attorney At Law
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