Acap Asset Management, Inc. fees and pricing
Financial planner in Studio City, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Acap Asset Management, Inc. charges $350 an hour and a flat or project fee of $3,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $3,500-$10,000
“Our flat fees range from $3500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Acap Asset Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
- “Services may include tracking ADV Part 2A – Firm Brochure Page 5 ACap Asset Management, Inc. household expenses through Quicken, reconciling credit card/mortgage/bank account statements, creating and tracking a budget, and generating pertinent reports.”
- “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the last day of the quarter.”
How Acap Asset Management, Inc.’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$10,000 spans the California median of $5,000. 69% of the 796 other California planners that publish a flat or project fee charge less.
About Acap Asset Management, Inc.
- Firm size: 5 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
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
- Highest asset based fee in brochure
- 1% a year
- Clients
- 150
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $254,979,033
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149452
- Phone
- (818) 272-8511
Can advise clients in 2 states: California, Texas
Other planners in Studio City that publish fees
- Prism Advisors, Inc.Studio City$500/hr, $1,500-$10,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.