Capital Risk fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly rate for financial planning is $200.”

Flat or project fee

$25,000⁠-⁠$500,000

“Fixed consulting fees typically range from $25,000 to $500,000 and are either billed monthly, in arrears, or installments negotiated with the client for the duration of a particular project.”

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

How Capital Risk bills

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

• “These fees are typically billed quarterly in arrears, based on the market value of asset as of the last business day of the billing quarter, and invoiced to the client.”
• “Capital Risk Management LLC 11 11 Financial Planning Fees Financial planning fees are based upon the complexity of the client’s situation and typical fees ranges from $600 to $5,000 and are negotiable.”
• “The client must approve the change in financial planning scope and the associated revision in fee in advance of Capital Risk performing further work.”

How Capital Risk’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $25,000-$500,000 is above the California median of $5,000. 100% of the 796 other California planners that publish a flat or project fee charge less.

About Capital Risk

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2023 (3 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

Minimum

$2,000,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300480

Website

capitalriskmanagement.com (opens in new tab)

Phone

(415) 373-7152

Other planners in Carson that publish fees

• Integrated Capital Management, IncCarson$125⁠-⁠$175/hr, $500⁠-⁠$3,500
• 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

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