Capital Advisors, LTD., LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“Capital Advisors’ planning and consulting fees are negotiable, but generally range 11 4903-3859-7775, v. 1 from $5,000 to $15,000 on a fixed fee basis, and from $200 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$5,000⁠-⁠$15,000

From the same sentence as above.

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

How Capital Advisors, LTD., LLC bills

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

• “Capital Advisors fees are generally negotiable and described in greater detail below.”
• “In the limited event that Capital Advisors bills the client directly, payment is due upon receipt of Capital Advisors’ invoice.”
• “Capital Advisors deducts fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Capital Advisors, LTD., LLC’s fees compare

• Its hourly rate of $200-$400 spans the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$15,000 is above the Ohio median of $3,250. 87% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Capital Advisors, LTD., LLC

• Firm size: 14 employees.
• Registered as an adviser: 2010 (16 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

1.25% a year

Clients

1,058

Employees

14

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$1,366,837,208

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

153600

Website

capitaladvisorsltd.com (opens in new tab)

Phone

(216) 295-7900

Can advise clients in 12 states: Arizona, California, Colorado, Florida, Illinois, North Carolina, New Hampshire, New York, Ohio, Pennsylvania, South Carolina, Texas

Other planners in Shaker Heights that publish fees

• Lachance Wealth PartnersShaker Heights$800⁠-⁠$10,000
• Philipp Capital AdvisorsShaker Heights$400/hr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr

Compare all 3 planners in Shaker Heights