Caleo Capital N.A. LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly fees are set at $250 per hour.”

Annual fee

$25,000/yr

“The maximum flat fee charged wi ll be $25,000 annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Caleo Capital N.A. LLC bills

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

• “The fee charged by Caleo will be calculated and paid monthly in arrears based upon the average daily balance of the account throughout the month.”
• “The Firm may also charge a fixed fee for financial planning services which is negotiable with clients based on size of account and complexity of desired services.”
• “Caleo’s fees are negotiable and may be higher than other advisers offering comparable services.”

How Caleo Capital N.A. LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 2 other planners in Ponte Vedra that publish an hourly rate charge less.
• Its annual fee of $25,000 is above the Florida median of $4,800. 92% of the 97 other Florida planners that publish an annual fee charge less.

About Caleo Capital N.A. LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CPA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• College 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

2% a year

Clients

119

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$111,841,090

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

308542

Website

caleocapital-usa.com (opens in new tab)

Phone

(609) 838-1245

Can advise clients in 3 states: Florida, New Jersey, Texas

Other planners in Ponte Vedra that publish fees

• Crewson FinancialPonte Vedra$250/hr, $4,900
• Diablo Investment Advisors, LLCPonte Vedra$300/hr
• Highland Investment Advisors LLCPonte Vedra$3,500⁠-⁠$10,000, $175/mo
• Lighthouse RetirementPonte Vedra$1,000/yr

Compare all 6 planners in Ponte Vedra