2ND Half Capital, LLC fees and pricing

Financial planner in Alpharetta, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 10, 2026, 2ND Half Capital, LLC charges a flat or project fee of $1,000⁠-⁠$2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$2,000
“AND CONSULTING 2HC charges fixed fee between $1,000 and $2,000 depending on complexity of the plan for financial planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 2ND Half Capital, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
  • “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
  • “The annual fee is negotiable and is charged as a percentage of the Included Assets.”

How 2ND Half Capital, LLC’s fees compare

  • Its flat or project fee of $1,000-$2,000 is below the Georgia median of $5,000. 16% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • None of the 13 other planners in Alpharetta that publish a flat or project fee charge less.

About 2ND Half Capital, LLC

  • Principal: Douglas Bentle
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2021 (5 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
316924
Website
2ndhalfcapital.com (opens in new tab)
Phone
(678) 381-0060

Other planners in Alpharetta that publish fees

Compare all 35 planners in Alpharetta

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