Capital Design Private Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$175/mo

“Fees are negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor. 7 Fees for Three-Tiered Advisory Service Model The fees for the Foundations and Partnering tiers as described above in Item 4 start at $175 per month, but the fees will be higher for…”

Annual fee

$900⁠-⁠$5,000/yr

“Ongoing planning engagements may be offered at a fixed annual fee range of $900 $5,000 billed monthly in advance.”

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

How Capital Design Private Wealth LLC bills

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

• “Fees for Investment Management Services Investment advisory fees are paid monthly, in advance, pursuant to the terms of the agreement.”
• “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Capital Design Private Wealth LLC’s fees compare

• Its annual fee of $900-$5,000 is below the New Hampshire median of $7,100. 21% of the 14 other New Hampshire planners that publish an annual fee charge less.
• None of the 2 other planners in Portsmouth that publish an annual fee charge less.

About Capital Design Private Wealth LLC

• Firm size: 2 employees.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.15% a year

Clients

264

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$96,033,232

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300472

Website

capitaldesignpw.com (opens in new tab)

Phone

(603) 610-8290

Can advise clients in 6 states: Florida, Louisiana, Massachusetts, Maine, New Hampshire, Texas

Other planners in Portsmouth that publish fees

• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Divergence Wealth Management LLCPortsmouth$200/hr, $2,500⁠-⁠$15,000/yr
• Golden Financial ServicesPortsmouth$150⁠-⁠$250/hr
• Gulfstream Financial Group LLCPortsmouth$450⁠-⁠$5,000
• Hanai FinancialPortsmouth$300/hr
• Modern Financial WellnessPortsmouth$350/hr, $2,500⁠-⁠$10,000

Compare all 20 planners in Portsmouth