Capital Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$500/hr

“The fees for unique consultation and analyses services are negotiated between the Capital Investment Advisor IAR and the client, but generally range from $500 per hour for a CIA firm principal, $350 per hour for a CIA firm manager, $200 per hour for a CIA firm senior associate, to $150 per hour for a CIA firm…”

Flat or project fee

$500

“We reserve the right to charge up to an additional $500 for plans that are presented to clients at a location other than our offices.”

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

How Capital Investment Advisors bills

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

• “The client will be required to pay the remaining balance upon completion and presentation of the plan.”
• “After the initial year, clients electing to pay for our Annual Review services on a periodic basis will be billed via invoice when payment is due.”
• “Payment is expected within 30 days following the invoice.”

How Capital Investment Advisors’ fees compare

• Its hourly rate of $350-$500 is above the District of Columbia median of $298. 64% of the 11 other District of Columbia planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the District of Columbia median of $4,750. None of the 10 other District of Columbia planners that publish a flat or project fee charge less.

About Capital Investment Advisors

• Firm size: 11 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• 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

Highest asset based fee in brochure

1.25% a year

Clients

428

Employees

11

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$373,620,678

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

118269

Website

facebook.com/CapitalAssetManagementGroup (opens in new tab)

Phone

(240) 482-4000

Can advise clients in 11 states: California, District of Columbia, Delaware, Florida, Louisiana, Maryland, New Hampshire, New York, Pennsylvania, Texas, Virginia

Other planners in District of Columbia that publish fees

• Bryspen, IncorporatedWashington$375⁠-⁠$575/hr, $3,750⁠-⁠$5,750
• Burkholder & Associates, LLCWashington$150⁠-⁠$400/hr, $5,000⁠-⁠$50,000
• Financial Advisor for You, LLCWashington$275/hr, $1,500⁠-⁠$2,500
• Holistic PlannersWashington$250/hr, $500⁠-⁠$25,000
• IllumintWashington$550/hr, $1,499
• Katz-Moses Financial LLCWashington$300/hr, Up to $10,000

Compare all 19 planners in District of Columbia