PlannerFees

Capital Intelligence Advisors, Inc. fees and pricing

Financial planner in Santa Monica, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 11, 2026, Capital Intelligence Advisors, Inc. charges $150⁠-⁠$500 an hour, a flat or project fee of $500⁠-⁠$20,000, and a monthly fee of $100⁠-⁠$500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$500/hr
“Second is an hourly basis, ranging from $150 - $500 per hour, depending on the nature and complexity of each client's circumstances and preparation of the plan.”
Flat or project fee
$500⁠-⁠$20,000
“First is a fixed fee, typically ranging from $500 $20,000, depending on the nature and complexity of each client's circumstances.”
Monthly fee
$100⁠-⁠$500/mo
“The range of this service is $100-$500/month depending on the complexity of the situation.”

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

How Capital Intelligence Advisors, Inc. bills

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

  • “Fees are negotiable and clients are given five business days to cancel the agreement and receive a full refund.”

How Capital Intelligence Advisors, Inc.’s fees compare

  • Its hourly rate of $150-$500 spans the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
  • 3 of the 7 other planners in Santa Monica that publish an hourly rate charge less.
  • Its flat or project fee of $500-$20,000 spans the California median of $5,000. 81% of the 796 other California planners that publish a flat or project fee charge less.
  • 2 of the 5 other planners in Santa Monica that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Capital Intelligence Advisors, Inc.

“We typically provide a variety of financial planning services, principally advisory in nature, to individuals, families or small businesses regarding the management of their financial resources, based upon an analysis of the client's needs.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Founded: 2003 (23 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
2
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
127023
Website
capintelligence.com (opens in new tab)
Phone
(310) 820-9797

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