Ac3 Capital fees and pricing
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 28, 2026, Ac3 Capital charges $100 an hour and a flat or project fee of $500-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“The maximum hourly fee to be charged will not exceed $100.”
- Flat or project fee
- $500-$2,000
“Flat fees range from $500 to $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ac3 Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
- “Upon notice of termination our firm will process a pro-rata refund of the unearned portion of the advisory fees charged in advance.”
- “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”
How Ac3 Capital’s fees compare
- Its hourly rate of $100 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of $500-$2,000 is below the California median of $5,000. 12% of the 796 other California planners that publish a flat or project fee charge less.
- 9 of the 68 other planners in San Diego that publish a flat or project fee charge less.
About Ac3 Capital
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Principal: Avelino Cortina
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 2
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18,879,678
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 157547
- Phone
- (858) 431-6431
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
- Ats Wealth ManagementSan Diego$250-$450/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.