Capital United Investments LLC fees and pricing
Financial planner in Yucaipa, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 22, 2026, Capital United Investments LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capital United Investments LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Hourly fee-based clients are billed monthly and upon completion of work.”
- “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the project, any fees due the Advisor will be invoiced to the client and payable within 5 days of delivery of the invoice.”
How Capital United Investments LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
About Capital United Investments LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312447
- Phone
- (909) 528-0197
Other planners in Yucaipa that publish fees
- Open Water Advisory PartnersYucaipa$350/hr, $2,500
- 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
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.