Capital Resources and Insurance, Inc fees and pricing

Financial planner in Huntington Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 28, 2026, Capital Resources and Insurance, Inc charges $500 an hour for financial planning.

Published fees

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

Hourly rate: $500/hr; “Fees may be calculated based on an hourly fee, at a rate of $500 per hour, as described in Exhibit A of the Consulting Services Agreement.”

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

“The fee is an annual fee paid in advance in quarterly installments at the beginning of each quarter and due within thirty (30) days of receipt of the performance reports and the billing.”
“If an agreement is terminated after 5 business days of execution, fees will be prorated based on the number of days services were provided.”
“All fees are negotiable and may be modified or changed by Adviser upon advance written notice to Client.”

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.
6 of the 6 other planners in Huntington Beach that publish an hourly rate charge less.

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: 3% a year
Minimum: $100 minimum fee (stated in brochure)
Clients: 109
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $54,826,785
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 301878
Website: capitalres.com (opens in new tab)
Phone: (714) 903-2400

Is something on this page wrong or out of date?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.