L Squared Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,142,474
Clients
31
42% 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
31
TypicalAverage account size
$778,789
About
The firm provides financial planning and portfolio management primarily to individuals and small businesses, offering modular and broad-based planning, ongoing investment supervision, and coordination with institutional third‑party managers when appropriate. It delivers fixed-fee planning packages and ad hoc hourly or project-based planning in addition to discretionary portfolio management and implementation services.
Investment approach blends strategic and tactical asset allocation with a mix of fundamental, technical, charting and cyclical analysis, with periodic rebalancing and use of both internal management and vetted external managers to implement client guidelines. The firm emphasizes individualized plan development—using retirement planning tools and tailored investor profiles—and allows client-imposed account restrictions while retaining discretion for day‑to‑day portfolio management where authorized.
Distinctive features for a one‑advisor independent firm include periodically offered complimentary educational workshops on topics such as retirement, estate planning, and college funding, and a practice model that bundles planning services with investment relationships. The sole advisor holds the CFP designation and maintains a secondary business as a licensed insurance producer (disclosed to clients), and the firm relies on preferred custodial relationships and due diligence on recommended third‑party managers as part of its implementation process.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Concentrated stock management
Social Security optimization
General retirement planning
Charitable giving tax strategies
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for financial planning projects ranging from $500 to $5,000; Annual fixed fees from $500 to $5,000; Specific fixed fee financial planning packages: Foundation Plan $1,600 (one person), $2,000 (family); 360° Financial Plan $2,500 (one person), $3,000 (family)
$0 - $500,000: 0.95% annually $500,000 - $1,000,000: 0.75% annually $1,000,000 - $2,000,000: 0.50% annually $2,000,000+: 0.20% annually
$250 per hour with a 2-hour minimum ($500 total), billed in 15-minute increments
Account minimum: $200,000 (recommended minimum for investment supervisory services) Minimum fee: $1,000 per year minimum ($250 per quarter) for portfolio management fees Fee-only: Financial planning services offered on a fee-only basis via hourly rates, fixed fees, and asset-based fees
Main office location
L Squared Wealth Management
San Diego CA, United States
Number of offices
1
Most active in
L Squared Wealth Management 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.
-
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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