B6 Capital fees and pricing
Financial planner in Wellsville, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 11, 2024, B6 Capital charges $195 an hour and a flat or project fee of $1,500-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 11, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $195/hr
“Rate: $195 Per Hour (Consulting and educational services only) Comprehensive Written Financial Plan:”
- Flat or project fee
- $1,500-$3,500
“$1,500 - $3,500 The Company charges its fee amount for Comprehensive Written Financial Plans based on the complexity of the Client’s financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How B6 Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any fees that are pre-paid by Client for a Comprehensive Written Financial Plan, Client may obtain a refund if contract is terminated prior to the Client receiving a Comprehensive Written Financial Plan.”
How B6 Capital’s fees compare
- Its hourly rate of $195 is below the Utah median of $200. 40% of the 78 other Utah planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$3,500 spans the Utah median of $2,050. 57% of the 63 other Utah planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About B6 Capital
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331004
- Phone
- (435) 512-2102
Other planners in Utah that publish fees
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Andina AdvisorsLogan$500/hr, $500
Is something on this page wrong or out of date?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.