Bas Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“BAS’s financial planning fees are negotiable, but generally range from $3,000 to $10,000 on a fixed-fee basis and $200 to $300 on an hourly basis, depending upon the level and scope of the services required and the professional rendering the service(s).”

Flat or project fee

$3,000⁠-⁠$10,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bas Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Payments specified in the agreement are due upon receipt of an invoice.”
• “The contract outlines the scope of the project and the circumstances to which the contract could be modified. 8 Retainer clients are billed for services as outlined in the signed engagement agreement.”
• “Clients are required to pay one half of the financial planning fee in advance.”

How Bas Capital Management LLC’s fees compare

• Its hourly rate of $200-$300 spans the New Hampshire median of $275. 27% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$10,000 spans the New Hampshire median of $5,400. 70% of the 37 other New Hampshire 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 Bas Capital Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Tax planning
• Divorce
• 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

1

Services reported to regulators

Financial planning, selecting other advisers, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315253

Website

bascapitalmanagement.com (opens in new tab)

Phone

(339) 293-9855

Other planners in New Hampshire that publish fees

• Applied Capital Management, LLCLondonderry$350/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

Compare all 112 planners in New Hampshire