Capital Financial Consultants Group, Inc. fees and pricing
Financial planner in San Juan Capistrano, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Capital Financial Consultants Group, Inc. charges $100-$200 an hour and a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$200/hr
“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $200 per hour.”
- Flat or project fee
- $1,500
“Our Financial Planning fees are calculated and charged on a fixed fee basis which start at $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capital Financial Consultants Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is due upon completion of the plan.”
How Capital Financial Consultants Group, Inc.’s fees compare
- Its hourly rate of $100-$200 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
- None of the 3 other planners in San Juan Capistrano that publish an hourly rate charge less.
- Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 2 other planners in San Juan Capistrano that publish a flat or project fee charge less.
About Capital Financial Consultants Group, Inc.
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
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
- Clients
- 93
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $37,332,723
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133657
- Phone
- (949) 248-8800
Other planners in San Juan Capistrano that publish fees
- CdfinancialSan Juan Capistrano$500/hr, $2,500-$50,000
- Professional Financial Advisors IncSan Juan Capistrano$550-$850/hr
- Service One FinancialSan Juan Capistrano$250/hr, $500-$5,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
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.