Bonwell Capital Management, LLC fees and pricing
Financial planner in Richmond, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Bonwell Capital Management, LLC charges $250 an hour and a flat or project fee of $250-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly charge is $250.00 per hour.”
- Flat or project fee
- $250-$50,000
“Fixed fees will be between $250 and $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bonwell Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and will depend on various objective and subjective factors, including the size of the accounts, the complexity of the asset allocation, and number of accounts.”
- “Fees are negotiable, and will depend on the anticipated complexity of your plan.”
- “Fees are negotiable, and will depend on the anticipated complexity of the consulting required.”
How Bonwell Capital Management, LLC’s fees compare
- Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
- 3 of the 15 other planners in Richmond that publish an hourly rate charge less.
- Its flat or project fee of $250-$50,000 spans the Virginia median of $4,250. 95% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 15 of the 15 other planners in Richmond that publish a flat or project fee charge less.
About Bonwell Capital Management, LLC
“Bonwell Capital Management, LLC provides personalized financial planning and/or investment management services. Bonwell Capital Management will provide ongoing financial planning services for those clients who wish it.”
- Firm size: 2 employees.
- Founded: 2005 (21 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
- Highest asset based fee in brochure
- 1% a year
- Clients
- 57
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $104,975,846
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 139236
- Phone
- (804) 285-1546
Other planners in Richmond that publish fees
- Alexis AdvisorsRichmond$150-$350/hr
- Ark Financial Strategies LLCRichmond$2,000-$10,000
- Beale Healy Investment Advisors IncRichmond$100-$225/hr
- Covenant Wealth AdvisorsRichmond$300/hr, $2,000-$30,000
- EvoadvisorsRichmond$10,000/yr
- Firstfruits Wealth ManagementRichmond$500-$5,000
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.