Brand New Day Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$0
About
Brand New Day Wealth Planning, LLC is a fee-only, independent advisory firm that offers comprehensive, ongoing, and project-based financial planning to individuals and high‑net‑worth clients. Services described in the brochure include business planning, cash‑flow and debt management, college savings, employee benefits optimization, estate planning, tax‑planning strategies, retirement planning, insurance review, and investment analysis.
The firm’s advice draws on fundamental analysis, Modern Portfolio Theory, and mutual fund/ETF evaluation to develop asset‑allocation and passive‑oriented recommendations; however, the firm does not provide discretionary portfolio management, custody of client assets, or trade execution on clients’ behalf. Clients receive written plans and, if engaged for ongoing planning, periodic monitoring and consultations, while implementation is left to the client or third‑party professionals the firm may recommend.
Notable differences from many peers include the firm’s offering of paid educational seminars and speaking engagements and its explicit use of fixed, project‑based, or recurring flat fees rather than percentage‑of‑assets‑under‑management pricing. The firm operates as a very small, solo practice with a limited client base, requires no account minimum, adheres to a written Code of Ethics and CFP standards, and discloses that it does not participate in wrap programs, custody, or third‑party referral compensation.
Client services
Financial planning
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Fixed fees for Comprehensive Financial Plan ($3,500 - $6,500); Project-Based Financial Planning ($2,000 - $3,000); Educational Seminars (up to $10,000)
$250 per hour for project-based financial planning
Ongoing Financial Planning Fees paid monthly ranging from $100 to $500
Fee-only: Fixed fees ranging from $2,000 to $6,500 for financial planning services; Hourly rate of $250 for project-based financial planning; Monthly recurring fixed fees for ongoing financial planning ranging from $100 to $500; Educational seminars fees up to $10,000
Main office location
Brand New Day Wealth Planning, LLC
8255 Beverly Blvd
Los Angeles CA 90048, United States
Number of offices
1
Most active in
Brand New Day Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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