Baybridge Capital Group, LLC fees and pricing

Financial planner in Livermore, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 14, 2026, Baybridge Capital Group, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “BBCG may charge a fixed fee based on $200/hour, the client will agree to the total fee prior to services being rendered and will not be charged more if hours of service exceed the estimated length of time.”

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

“New client accounts will be assessed a prorated fee in arrears based on the starting account value in order to compensate BBCG for services rendered through the end of the initial quarter with BBCG.”
“The Quarterly AUM fee will be prorated for any large cashflows, whether inflows or outflows, that total $50,000 or more in a single quarter.”
“The fees must be paid within ten (10) days following the beginning of the quarter which the account is being billed for. 8 BayBridge Capital Group, LLC Lower fees for comparable services may be available from other sources.”

Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.

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% a year
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 219
Employees: 4
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $192,926,505
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 284867
Website: baybridgecg.com (opens in new tab)
Phone: (888) 440-2224

Can advise clients in 3 states: California, Nevada, Texas

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