Alpha Capital Family Office, LLC fees and pricing
Financial planner in Greenwood Village, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 22, 2026, Alpha Capital Family Office, LLC charges a flat or project fee of $1,000-$300,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$300,000
“Fixed fees for financial plans range from $1,000 to $300,000 (for planning only).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alpha Capital Family Office, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees will be billed in arrears and on a quarterly basis on the value at the end of the calendar quarter.”
- “The initial advisory fee will be prorated for the number of days in the current quarter that your account is under management.”
- “All fees are billed quarterly in arrears, meaning the Client will be invoiced after any services have been provided for the applicable billing period.”
How Alpha Capital Family Office, LLC’s fees compare
- Its flat or project fee of $1,000-$300,000 spans the Colorado median of $5,250. 100% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 13 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.
About Alpha Capital Family Office, LLC
- Firm size: 15 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Business owners
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
- 1.5% a year
- Clients
- 147
- Employees
- 15
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $295,926,405
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307521
- Phone
- (303) 900-0185
Can advise clients in 9 states: California, Colorado, Florida, Idaho, Nebraska, New Hampshire, Ohio, Oregon, Texas
Other planners in Greenwood Village that publish fees
- Bolhan WealthGreenwood Village$2,500-$10,000
- Dodds Wealth, LLCGreenwood Village$250/hr, $3,600-$25,000
- Downing Street Wealth Management LLCGreenwood Village$85/hr
- Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000-$20,000
- InclinevestGreenwood Village$400-$500/hr, $2,500-$12,000
- Marshall Investment Management, LLCGreenwood Village$200-$500/hr, $2,500-$15,000
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.