Pashman Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$700,000
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$70,000
About
Pashman Financial LLC provides investment management and a range of financial planning services to individual clients, including high‑net‑worth individuals, and also offers retirement‑plan (pension) consulting. The firm manages individually tailored portfolios, delivers comprehensive and limited‑scope planning, and conducts educational seminars and workshops for groups.
The firm primarily implements passive investment strategies using index mutual funds and ETFs, and it may subscribe client accounts to third‑party model portfolios through Altruist’s Model Marketplace or utilize Outside Managers while also applying fundamental and cyclical analysis when appropriate. Accounts are reviewed on a periodic basis and managed to clients’ stated objectives and risk tolerances, with quarterly reviews noted for investment and retirement‑plan clients.
Noteworthy for its size, the firm operates as a single‑advisor practice with a very small client base, which the brochure describes as enabling an annual implementation calendar and hands‑on plan monitoring. It is uncommon among peers for an independent solo practice to combine pension/retirement‑plan consulting with public educational programming and an owner‑run financial‑education activity, reflecting an emphasis on both plan consulting and investor education.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
General estate planning guidance
Retirement withdrawal strategies
Occupation focus
Self-Employed
Fee options
Limited Scope Financial Planning fixed fees $2,000 - $5,000; One-Time Financial Plan fixed fees $695 - $895.
$0 - $2,000,000: 0.30% annually Above $2,000,000+: Flat fee of $6,000 annually ($1,500 quarterly)
$150 per hour for Limited Scope Financial Planning/Consulting
Fee-only: Financial Planning fees: Ongoing Comprehensive Financial Planning initial fee $3,000 - $3,500, then ongoing quarterly fees $1,200 - $1,500; Limited Scope Financial Planning fixed fees $2,000 - $5,000 or hourly $150/hour; One-Time Financial Plan fixed fee $695 - $895.
Main office location
Pashman Financial LLC
Playa Del Rey CA, United States
Number of offices
1
Most active in
Pashman Financial LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Texas · Utah
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:
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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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