Our Pricing & Services

All fees are disclosed to you, not a hidden product to cross-sell you.

For individuals

$2,340/annual

Billed $600 upfront + $195/mo + 0.3% AUM optional (AUM capped at $3k annual)

Get Started

Services Included

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Online Portal

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Ongoing Education

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Goal Planning

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Debt Repayment

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Emergency Fund Building

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Cash Flow Management

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Quarterly Meetings

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Investment Planning

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Education Planning

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Insurance Planning

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Equity Comp. Planning

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Estate Planning

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Charitable Strategies

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Quarterly Meetings + Communication to Advisor anytime

For couples & families

$3,300/annual

Billed $600 upfront + $275/mo 0.3% AUM optional (AUM capped at $3k annual)

Get Started

Services Included

check

Online Portal

check

Ongoing Education

check

Goal Planning

check

Debt Repayment

check

Emergency Fund Building

check

Cash Flow Management

check

Quarterly Meetings

check

Investment Planning

check

Education Planning

check

Insurance Planning

check

Equity Comp. Planning

check

Estate Planning

check

Charitable Strategies

check

Quarterly Meetings + Communication to Advisor anytime

Like a financial sounding board for life's biggest decisions.

You know how to make money, but you're not sure if you're making the right moves financially. That's why I started Pashman Financial.

Talk with Max
max pashman
Los Angeles, CA
424-203-1080
max@pashmanfinancial.com
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PASHMAN FINANCIAL, LLC (“Pashman Financial”) is a registered investment advisor offering advisory services in California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Pashman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pashman Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.