Capital Management Advisor Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How Capital Management Advisor Group, LLC bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the ADV Part 2A – Firm Brochure Page 5 Capital Management Advisor Group, LLC average daily value of invested assets during the quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Upon notice of termination our firm will process a pro-rata refund of the unearned portion of the advisory fees charged in advance.”

How Capital Management Advisor Group, LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 12 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.

About Capital Management Advisor Group, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2019 (7 years).

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% a year

Clients

88

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

$234,080,555

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

304617

Website

cmadvisorgroup.com (opens in new tab)

Phone

(925) 935-8200

Can advise clients in 3 states: California, Texas, Utah

Other planners in Walnut Creek that publish fees

• Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000⁠-⁠$15,000
• Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100⁠-⁠$2,000
• Burton Enright WelchWalnut Creek$350/hr, $2,500⁠-⁠$10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr
• Dhamma CapitalWalnut Creek$500/hr, $1,500⁠-⁠$5,000

Compare all 39 planners in Walnut Creek