Applied Capital Management, LLC fees and pricing
Financial planner in Londonderry, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Applied Capital Management, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The refund will be based on an hourly rate (not to exceed) $350 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Applied Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable with you based upon your needs and the complexity of your financial circumstances, among other family-related factors.”
- “Our fees are fully earned upon delivery of your financial 6 plan, typically within 3 to 4 months (or sooner) from the date you execute the planning agreement with us.”
- “If you terminate our written agreement prior to the delivery of the plan, we will negotiate with you a refund of the pre-paid and unused planning fee you paid.”
How Applied Capital Management, LLC’s fees compare
- Its hourly rate of $350 is above the New Hampshire median of $275. 67% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Applied Capital Management, LLC
“We provide financial planning services.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 1990 (36 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111009
- Phone
- (603) 437-5056
Can advise clients in 5 states: Florida, Massachusetts, Maine, New Hampshire, Texas
Other planners in Londonderry that publish fees
- KBR Financial SolutionsLondonderry$500/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
- Bartley Financial Advisors, LLCBedford$6,000/yr
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.