Broadwing Capital Advisors, Inc. fees
Financial planner in Larkspur, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 3, 2026, Broadwing Capital Advisors, Inc. (Larkspur, CA) charges a flat or project fee of $2,500-$5,000 for financial planning.
- Website: broadwingcapital.com (opens in new tab)
- Call (415) 381-7555
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change.
- Flat or project fee
- $2,500-
$5,000 Runs from below the California median of $5,000 up to it.
“Broadwing Capital also charges a fixed fee of $5,000 for the preparation of a comprehensive financial plan, or $2,500 for the preparation of a plan limited in scope to one of the following areas…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and ChFC®
- Team size
- 2 employees
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 63
- 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, and selecting other advisers
- Assets managed
- $148 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of February 3, 2026
- CRD number
- 127513 (opens in new tab)
- Phone
- (415) 381-7555
Registered or notice filed in 2 states: California, Texas
Other planners in Larkspur that publish fees
- Proprietor Wealth Management Inc.LarkspurHourly $150-$300/hr
- Raub Brock Capital Management, LPLarkspurHourly $300/hr
- Shepherd Street AdvisorsLarkspurAnnual $1,200-$10,000/yr
More planners in California that publish fees
- Eclectic Associates, Inc.FullertonHourly $350/hr, Flat $350-$7,000
- Fireside Financial Planning, Inc.San JoseHourly $250/hr
- Nollenberger McCullough Investment Advisors LLCNewport BeachHourly $400/hr, Flat $2,000-$5,000
- Tsai Wealth ManagementPasadenaHourly $250/hr
- Akrish Financial AdvisoryCupertinoHourly $300/hr, Flat $2,500-$6,000
- CentoicSan FranciscoHourly up to $500/hr
Is something on this page wrong or out of date?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.