Banta Asset Management LP fees and pricing
Financial planner in Newport Beach, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 11, 2026, Banta Asset Management LP charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Alternatively, non-Investment Management Services clients will be charged a fixed fee depending on the scope of the services requested or invoiced at the rate of $350 per hour for our Financial Planning Services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Banta Asset Management LP bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Otherwise, services requested by clients with non-managed asset agreements will be billed in accordance with our financial consulting services listed below under Item 5 Fees and Compensation.”
- “At our discretion, fees may be negotiable based on a number of factors, which include but are not limited to “grandfathered” accounts, related accounts, and other structures that we may consider in special situations.”
- “The hourly rate may be negotiable at our discretion.”
How Banta Asset Management LP’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 9 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
About Banta Asset Management LP
- Firm size: 4 employees.
- Founded: 2004 (22 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
- Clients
- 117
- 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
- $128,657,824
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142987
- Phone
- (949) 673-9944
Can advise clients in 3 states: California, Texas, Washington
Other planners in Newport Beach that publish fees
- Bridge Capital Consulting, LLCNewport Beach$250/hr, $250-$12,000
- Campbell Advisory Services, LLCNewport Beach$150-$300/hr, $1,500-$5,000
- Centriplan, LLCNewport Beach$250-$300/hr, $1,000-$5,000
- Crystal Cove Asset ManagementNewport Beach$1,500-$10,000
- Hall Financial WellnessNewport Beach$500-$5,000, $1,500-$10,000/yr
- Havaplan FinancialNewport Beach$300-$400/hr
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.