Bellwether Capital Management LLC fees and pricing
Financial planner in Fair Oaks, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Bellwether Capital Management LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“AUM Annual Fee < $1 mm 1.00% $1 mm < $3 mm 0.89% $3 mm < $5 mm 0.79% $5 mm < $10 mm 0.69% $10 mm + Negotiable For FAS, fees are based on an hourly rate of $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bellwether Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For WMS/IMS, fees are based on assets under management (AUM), stated in annual terms, and billed quarterly in advance.”
- “The initial fee is prorated based on the initial AUM and months remaining in the initial calendar quarter.”
- “Alternately, the client may agree to pay quarterly by check or electronic payment, based on the same fee calculation procedure described above.”
How Bellwether Capital Management LLC’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
About Bellwether Capital Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 36
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $36,400,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153633
- Phone
- (888) 338-0777
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.