Capital Asset Advisors LLC. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The hourly fee for financial planning services is $150. 7 Clients may terminate the agreement without penalty, for full refund of CAA_LLC’s fees, within five business days of signing the Financial Planning Agreement.”

Flat or project fee

$499⁠-⁠$2,099

“The negotiated fixed rate for creating client financial plans is between $499 and $2,099.”

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

How Capital Asset Advisors LLC. bills

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

• “Clients may terminate the agreement without penalty for a full refund of CAA_LLC's fees within 5 business days of signing the investment advisory contract.”
• “Portfolio management fees are either (i) withdrawn directly from the client's accounts with client's written authorization or (ii) invoiced and billed directly to the client.”
• “Fees are paid in advance, either quarterly or monthly.”

How Capital Asset Advisors LLC.’s fees compare

• Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
• 1 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $499-$2,099 is below the Arizona median of $3,100. 16% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 7 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Capital Asset Advisors LLC.

• Firm size: 3 employees.
• Registered as an adviser: 2018 (8 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

1.4% a year

Clients

74

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications

Assets managed

$42,271,682

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291635

Website

capassetadv.com (opens in new tab)

Phone

(602) 274-6432

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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