Capital CS Group, LLC fees and pricing
Financial planner in Irvine, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 6, 2026, Capital CS Group, LLC charges $450 an hour and a flat or project fee of $1,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“The maximum hourly fee to be charged will not exceed $450.”
- Flat or project fee
- $1,000-$50,000
“Flat fees range from $1,000 to $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capital CS Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Investment advisory fees are paid quarterly, in advance or in arrears, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Capital CS Group, LLC’s fees compare
- Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- 27 of the 30 other planners in Irvine that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$50,000 spans the California median of $5,000. 93% of the 796 other California planners that publish a flat or project fee charge less.
- 16 of the 19 other planners in Irvine that publish a flat or project fee charge less.
About Capital CS Group, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2021 (5 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
- 2% a year
- Clients
- 125
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $227,302,570
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304523
- Phone
- (949) 447-5405
Can advise clients in 7 states: California, Connecticut, Florida, Georgia, Louisiana, New Jersey, Texas
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Am Wealth Solutions, LLCIrvine$250/hr
- Ascend Financial Advisers, IncIrvine$350/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Castle Capital ManagementIrvine$250-$450/hr, $2,500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.