Calado Capital fees and pricing
Financial planner in New York, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 25, 2026, Calado Capital charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Financial planning and consulting services C2 charges for financial planning and consulting services an hourly fee of $400.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Calado Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable, at our discretion, depending on other things but not limited to (a) scope, (b) complexity, (c) needs and circumstances of the client, and (d) the amount of time estimated to complete the agreed upon scope.”
- “Fees are due upon completion and either party may terminate the financial planning agreement upon written notice.”
- “At our sole discretion, fees are negotiable depending on other things but not limited to (a) AUM, (b) range of investments, and (c) complexity of your financial circumstances.”
How Calado Capital’s fees compare
- Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
- 38 of the 69 other planners in New York that publish an hourly rate charge less.
About Calado Capital
“Financial planning and consulting services C2 offers a broad range of financial planning services, providing advisory services to clients regarding the management of their financial resources based upon an analysis of individual needs.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.75% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $1,381,699
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324440
- Phone
- (248) 227-5785
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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.