Aqua Capital Advisors fees and pricing
Financial planner in Los Angeles, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 20, 2026, Aqua Capital Advisors charges a flat or project fee of $5,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$10,000
“Aqua offers a fixed fee arrangement for financial planning that generally ranges from $5,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aqua Capital Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for services are negotiable at our discretion.”
- “Fees for financial planning services are negotiable at our discretion.”
- “An annualized asset-based fee is assessed and charged quarterly in arrears based on the value of the accounts in a client’s portfolio at quarter end.”
How Aqua Capital Advisors’ fees compare
- Its flat or project fee of $5,000-$10,000 is above the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.
- 25 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
About Aqua Capital Advisors
“We provide fee-only wealth management services and advice.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2009 (17 years).
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
- 1.15% a year
- Clients
- 44
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $143,769,398
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151887
- Phone
- (310) 492-9680
Can advise clients in 2 states: California, Texas
Other planners in Los Angeles that publish fees
- Ades Investment Counsel, Inc.Los Angeles$300/hr, $300-$5,000
- Bates Wealth Management, LLCLos Angeles$250/hr
- Blackacre WealthLos Angeles$400/hr, $2,500-$25,000
- Blacklines FinancialLos Angeles$5,000/yr
- Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500-$6,500
- Carrara Wealth ManagementLos Angeles$2,500-$10,000
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.