PlannerFees

Capital360financial fees and pricing

Financial planner in Springfield, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated November 4, 2024, Capital360financial charges $250 an hour, a flat or project fee of $1,500⁠-⁠$7,000, a monthly fee of $250, and an annual fee of $3,375 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 4, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The Advisors hourly fee will be billed at a rate of $250 per hour.”
Flat or project fee
$1,500⁠-⁠$7,000
“Capital360Financial will charge a fixed fee for comprehensive financial planning services that will range from $1,500 to $7,000 per plan depending on the scope and complexity of the services to be provided as contracted with client in advance.”
Monthly fee
$250/mo
“Refund will be the total fee charged minimum fee occurred as hourly basis $250.00 Monthly Fees Some clients will contract to have investment advisory advice and/or financial planning advice provided based on the monthly basis rather than based on the assets under management.”
Annual fee
$3,375/yr
“The minimum annual fee for our full service offering is $3375.00.”

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

How Capital360financial 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 month.”
  • “After that, hourly fee-based clients are billed on a monthly basis upon completion of work performed.”
  • “Fixed fees may be negotiated in advance at the discretion of the Advisor.”

How Capital360financial’s fees compare

  • Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
  • 2 of the 3 other planners in Springfield that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$7,000 spans the Missouri median of $3,550. 56% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • 5 of the 5 other planners in Springfield that publish a flat or project fee charge less.
  • Its annual fee of $3,375 is below the Missouri median of $6,000. 29% of the 45 other Missouri planners that publish an annual fee charge less.

About Capital360financial

“Capital360Financial’s (or “Advisor”) principal service is providing fee-based investment advisory services and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2018 (8 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
2.5% a year
Minimum
$3,375 minimum fee (stated in brochure)
Clients
15
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$1,792,403
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
297178
Website
capital360financial.com (opens in new tab)
Phone
(417) 350-1113

Other planners in Springfield that publish fees

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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.