Capital Narrative Wealth Management fees and pricing
Financial planner in Lancaster, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 8, 2026, Capital Narrative Wealth Management charges a flat or project fee of $3,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500-$10,000
“We charge an annual fee of $3,500 - $10,000 for Ongoing Financial Planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capital Narrative Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Capital Narrative Wealth Management’s fees compare
- Its flat or project fee of $3,500-$10,000 spans the California median of $5,000. 69% of the 796 other California planners that publish a flat or project fee charge less.
About Capital Narrative Wealth Management
- Principal: Christina Hartman
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340415
- Phone
- (747) 373-0398
Other planners in California that publish fees
- 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
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
Is something on this page wrong or out of date?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.