Capital Partners Investment Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$100⁠-⁠$25,000

“Flat fees range from $100 to $25,000.”

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

How Capital Partners Investment Group bills

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

• “Fees will be billed quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “The remainder of the fee will be directly billed based on a schedule indicated in the engagement agreement.”

How Capital Partners Investment Group’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Altadena that publish an hourly rate charge less.
• Its flat or project fee of $100-$25,000 spans the California median of $5,000. 86% of the 796 other California planners that publish a flat or project fee charge less.

About Capital Partners Investment Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 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

35

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$40,336,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

294889

Phone

(323) 926-0447

Other planners in Altadena that publish fees

• Brightorange AdvisorsAltadena$250/hr
• Plectrum Advisers LLCAltadena$350/hr, $1,500⁠-⁠$2,000
• 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
• 401 FinancialSan Diego$250/hr, $500

Compare all 3 planners in Altadena