Pixel Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,895,128
Total clients
30
60% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$1,329,838
Client services
Fee options
Fixed fees up to $5,000 for project-based financial planning; comprehensive financial planning upfront fee $1,200 - $3,000 plus ongoing annual fee between $2,400 and $12,000, paid monthly or quarterly
$0 - $250,000: 0.90% $250,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $4,000,000: 0.40% $4,000,001+: 0.25%
$300 per hour for investment consulting and project-based financial planning (minimum 3 hours for project-based planning)
Account minimum: $100,000 minimum aggregate account size (may be reduced or waived at firm's discretion); $300,000 for single clients and $500,000 for couples to waive financial planning fees
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Pixel Financial Planning
San Francisco CA, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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