Aikapa fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“We will be available for additional consultation at a rate of $450 per hour, or an annual ‘fixed fee’ (ongoing engagement) based on the scope of the advice.”

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

How Aikapa bills

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

• “First year accounts and new additions will be billed separately as of the date initiated and pro-rated as of the contract signing date.”
• “The pre-approved fee will be paid in quarterly installments based on an hourly rate of $450 and roll from year-to-year unless notified 30 days in advance (annual increases are possible commensurate with the growing complexity of finances and inflation).”
• “Invoices are sent out approximately one week after the start of the quarter.”

How Aikapa’s fees compare

• Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.

About Aikapa

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Business owners
• Cash flow and budgeting

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

31

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$44,282,067

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144517

Website

aikapa.com (opens in new tab)

Phone

(415) 548-0257

Can advise clients in 2 states: California, Louisiana

Other planners in Corte Madera that publish fees

• Holzberg Wealth Management, Inc.Corte Madera$375/hr, $3,750
• 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

Compare all 1,914 planners in California