Capstar Financial Services LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How Capstar Financial Services LLC bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client's advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Capstar Financials' fees within five business days of signing the Investment Advisory Contract.”
• “Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice, and the fees will be prorated.”

How Capstar Financial Services LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
• 12 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Capstar Financial Services LLC

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 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

2% a year

Clients

376

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$207,804,471

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300349

Website

capstarfinancial.com (opens in new tab)

Phone

(512) 215-9030

Can advise clients in 2 states: Louisiana, Texas

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• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

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