Capitol Wealth Management fees and pricing
Financial planner in Concord, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Capitol Wealth Management charges a flat or project fee of $1,500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$3,000
“CWM will charge a fixed fee for comprehensive financial planning services in the range of $1,500 to $3,000 per plan as contracted for with client in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capitol Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fees may be negotiated in advance based at the discretion of the Advisor.”
- “Fixed fee-based clients are billed quarterly starting at the time of signing the Agreement with the Advisor.”
- “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the financial plan, any fees due the Advisor will be invoiced to the client and payable within 5 days of delivery of the invoice.”
How Capitol Wealth Management’s fees compare
- Its flat or project fee of $1,500-$3,000 is below the New Hampshire median of $5,400. 24% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
About Capitol Wealth Management
- Firm size: 3 employees.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.15% a year
- Clients
- 62
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $42,291,829
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287875
- Phone
- (603) 715-2664
Other planners in Concord that publish fees
- Valpey Financial Services LLCConcord$405/hr
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
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.