Catton Capital Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“The maximum hourly fee to be charged will not exceed $250, with hourly rates ranging from $150 to $250 depending on the nature and complexity of the services required.”

Flat or project fee

$750⁠-⁠$10,000

“Our flat fees range from $750 to $10,000; a flat fee of $750 would typically cover a limited-scope engagement such as an initial review of an existing plan’s investment policy statement or a single-session consultation, while a flat fee of $10,000 would apply to a comprehensive engagement involving establishment or…”

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

How Catton Capital Partners, LLC bills

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

• “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the time-weighted daily average of the month.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Our firm bills on cash unless indicated otherwise in writing.”

How Catton Capital Partners, LLC’s fees compare

• Its hourly rate of $150-$250 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $750-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 13 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Catton Capital Partners, LLC

• Principal: William Catton
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2026.

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

3% a year

Clients

16

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$39,595,809

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339336

Website

cattoncapital.com (opens in new tab)

Phone

(415) 234-0470

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco