Caldric Capital fees and pricing

Financial planner in Seminary, Mississippi. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 5, 2026, Caldric Capital charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Caldric Capital’s standard hourly rate for Financial Planning & Consulting Services is $200 per hour unless a different hourly rate is stated in the written Financial Planning and Consulting Agreement.”

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

“Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
“If billed quarterly in advance, the quarterly fee before proration or other adjustments would be $4,375.”
“Page 10 Form ADV Part 2A Firm Brochure Asset management fees are invoiced quarterly in advance.”

Its hourly rate of $200 is below the Mississippi median of $300. None of the 10 other Mississippi 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: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $500,000 in assets (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $793,237
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 341169
Website: caldric.com (opens in new tab)
Phone: (601) 265-1740

Is something on this page wrong or out of date?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