Austin Creek Capital, LLC fees and pricing
Financial planner in Mill Valley, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 24, 2026, Austin Creek Capital, LLC charges a flat or project fee of $1,500-$3,000 and a monthly fee of $300-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$3,000
“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of a one-time upfront charge of $1,500 to $3,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $300 to $3,000 per month.”
- Monthly fee
- $300-$3,000/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Austin Creek Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is negotiable, prorated, and paid in arrears on a quarterly basis, and is not subject to the minimum annual fee described above.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Austin Creek Capital, LLC’s fees compare
- Its flat or project fee of $1,500-$3,000 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 5 other planners in Mill Valley that publish a flat or project fee charge less.
About Austin Creek Capital, LLC
- Principal: William J. Promes
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
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% a year
- Minimum
- $7,500 minimum fee (stated in brochure)
- Clients
- 23
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $7,532,800
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313554
- Phone
- (415) 322-9314
Other planners in Mill Valley that publish fees
- Aspirean Wealth, LLCMill Valley$450/hr, $1,500-$10,000
- Assembly WealthMill Valley$250-$1,200/hr, $2,500-$5,000
- Katy Song Financial Planning, Inc.Mill Valley$400/hr, $980-$7,800
- Miller Avenue Advisors LLCMill Valley$8,000-$30,000/yr
- On Keel CapitalMill Valley$250/hr
- Private Wealth Partners, LLCMill Valley$300-$500/hr, $3,000-$5,000
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.