Albert Faber is a CFP, ChFC-designated registered investment advisor at Diwy Financial Planning, based in Los Angeles, CA, with 26 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- One-on-One Financial Planning: Personalized planning sessions billed hourly at $400 for the first hour, $300 for the second hour, $250 for the third hour, and $200 for the fourth and subsequent hours, for meetings held within 30 days of the initial meeting.
- Group Office Hours: Interactive group sessions billed at $200 per 30-day window, payable in advance. Clients may attend any or all sessions offered during the active window.
- Educational Webinars and Speaking Engagements: Fees range from free to $500 per participant, payable in advance.
Contact
Albert Faber
Location
12100 Wilshire Blvd Ste 800, Los Angeles, CA, 90025-7140
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Albert works as a Financial Planner and Business consultant with Allegiant Solutions LLC, taking about 10-20% of his time. He also works as an Investment Adviser Representative at Woodson Wealth Management, taking about half of his time.
Employment History
Current Registrations
Diwy Financial Planning
Previous Registrations
Woodson Wealth Management
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
World Group Securities, INC.Broker
Hsbc Securities, INC.Broker
South Richmond Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams