Bolgiano Capital Management fees and pricing

Financial planner in Midlothian, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 20, 2026, Bolgiano Capital Management charges $200⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$250/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $200 and $250.”

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

“These fees are negotiable, and the final fee schedule is attached as Exhibit II of the 3 Investment Advisory Contract.”
“Fees are paid monthly or quarterly in arrears.”
“Since fees are paid in arrears, no refund will be needed upon termination of the contract.”

Its hourly rate of $200-$250 is below the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2010 (16 years).

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: 1.5% a year
Clients: 75
Employees: 1
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $34,902,517
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 148654
Website: bolgianocapital.com (opens in new tab)
Phone: (972) 723-5200

Is something on this page wrong or out of date?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.