Capital Endurance Group, Inc fees and pricing

Financial planner in Alpharetta, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 30, 2026, Capital Endurance Group, Inc charges $350 an hour and a flat or project fee of $2,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Upon receiving a client’s request to terminate our financial planning services prior to the end of the engagement, we will assess advisory fees pro rata as of the date of receipt of the notice of termination using the hourly rate of $350 and the number of business days remaining until delivery of the financial plan…”
Flat or project fee
$2,000⁠-⁠$10,000
“Our fixed fees for stand-alone limited engagement financial planning services range from $2,000 to $10,000, with a minimum fee of $2,000.”

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

How Capital Endurance Group, Inc bills

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

  • “Beyond the minimum, our fees are negotiable, and the final fee is detailed in our financial planning agreement.”
  • “Advisory fees are due and payable quarterly in advance (at the beginning of the billing period).”
  • “Our fees for stand-alone limited engagement financial planning services are billed in advance.”

How Capital Endurance Group, Inc’s fees compare

  • Its hourly rate of $350 is above the Georgia median of $250. 72% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 8 of the 10 other planners in Alpharetta that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$10,000 spans the Georgia median of $5,000. 63% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 10 of the 13 other planners in Alpharetta that publish a flat or project fee charge less.

About Capital Endurance Group, Inc

  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Registered as an adviser: 2021 (5 years).

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
1.5% a year
Minimum
$2,000 minimum fee (stated in brochure)
Clients
65
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$108,822,905
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
284793
Website
facebook.com/paul.delaney.927 (opens in new tab)
Phone
(470) 375-6663

Can advise clients in 2 states: Georgia, North Carolina

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