Capital Asset Management Group, Inc. fees and pricing

Financial planner in West Palm Beach, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 18, 2026, Capital Asset Management Group, Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Services are offered based on an hourly fee of $300 per hour.”

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

“Fees for financial plans are due upon delivery of the completed plan.”
“Asset management fees are billed quarterly in advance, meaning that we charge you at the beginning of the quarter.”
“Payment in full is expected upon invoice presentation.”

Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
4 of the 8 other planners in West Palm Beach 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: 2017 (9 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 39
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $26,800,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 288745
Website: camg.co (opens in new tab)
Phone: (561) 997-9113

Can advise clients in 2 states: Florida, Louisiana

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