Velev Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,696,187
Clients
2
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
2
Very LowAverage account size
$848,094
About
Velev Advisors provides investment advisory and management services to individuals, trusts, and estates, and also offers financial planning alongside tax, accounting, and business advisory work. These services are delivered as discrete engagements—investment management on a discretionary basis and financial planning or tax/accounting services billed separately.
The firm structures portfolios around a client-specific Investment Policy Statement and employs diversification together with fundamental and technical analysis, implementing rebalancing and reviews at least quarterly. Recommended holdings may include individual equities, fixed income, mutual funds, exchange-traded funds, closed-end funds, and limited partnership interests, and clients may impose written investment restrictions.
Distinctive aspects of the practice include its origin as a tax and accounting practice and the continued provision of tax and accounting services by a credentialed Enrolled Agent, a relationship the brochure discloses can create conflicts of interest while noting clients are under no obligation to use those services. The adviser also reports spending substantial time on other professional activities (roughly 50–100 hours per month on tax/accounting work and about 150 hours per month on software engineering), and manages approximately $1.7 million in discretionary client assets, reflecting a small, practitioner-driven model that combines advisory and business consulting for closely held businesses.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Debt management
Cash flow / budgeting
Fee options
Financial planning fixed fees typically range from $500 to $5,000 depending on complexity
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.90% annually $3,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.60% annually $10,000,000+: 0.50% annually
$150 to $300 per hour for financial planning and consulting
Account minimum: $100,000 Fee-only: Fixed fee, typically $500 to $5,000 depending on complexity; Hourly fees $150 to $300 per hour
Main office location
Velev Advisors
Los Angeles CA, United States
Number of offices
1
Most active in
Velev Advisors 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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