Capital Coordinators Company fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Fees for Services are based on an hourly rate of $150 per hour.”

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

How Capital Coordinators Company bills

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

• “The general practice is not to collect fees in advance and to bill after delivery of each report, review or analysis.”

How Capital Coordinators Company’s fees compare

• Its hourly rate of $150 is below the Wisconsin median of $300. 3% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Eau Claire that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Capital Coordinators Company

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1983 (43 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

113068

Phone

(715) 832-1451

Other planners in Eau Claire that publish fees

• C.r. Haupt LLCEau ClaireUp to $250/hr, Up to $5,000
• Jones Financial Consulting, LLCEau Claire$200/hr, $1,000⁠-⁠$2,000
• Mckinley Money, LLCEau-claire$500/hr
• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr

Compare all 6 planners in Eau Claire