Cavalot Capital fees and pricing
Financial planner in Incline Village, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 16, 2026, Cavalot Capital charges $500 an hour and a flat or project fee of $1,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The refund or additional amount due will be calculated based on an hourly rate of $500/hour.”
- Flat or project fee
- $1,000-$50,000
“The fixed fee can range between $1,000 and $50,000 and is priced subjectively according to the degree of complexity associated with the Client’s situation (see Item 5 section titled “Complexity Fee Discretion below”) and any urgency or time constraints imposed by the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cavalot Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client based on the number of days the services were provided in the final month, if applicable.”
- “Upon signing an agreement, the first year Annual Minimum Fee will be prorated by calculating the number of days remaining during the year and multiplying this number by the Annual Minimum Fee.”
- “The annual fees for Integrated Wealth Management Services are negotiable, pro-rated and paid in arrears on a monthly or quarterly basis.”
How Cavalot Capital’s fees compare
- Its hourly rate of $500 is above the Nevada median of $300. 80% of the 64 other Nevada planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Incline Village that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$50,000 spans the Nevada median of $5,000. 96% of the 50 other Nevada planners that publish a flat or project fee charge less.
About Cavalot Capital
“We provide Integrated Wealth Management Services for Clients looking for a single solution for all their financial needs.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
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
- 1.35% a year
- Clients
- 129
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $64,070,554
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312088
- Phone
- (720) 238-0153
Can advise clients in 4 states: California, Louisiana, Nevada, Oregon
Other planners in Incline Village that publish fees
- Atlas Peak Advisors, Inc.Incline Village$350/hr, $1,500-$4,500
- Nest Egg Financial AdvisorsIncline Village$300/hr
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Advowealth Advisors, LLCReno$350/hr, $750-$10,000
- Alchemy Wealth ManagementReno$350/hr, $5,000-$15,000
- Aldrich Investment ManagementHenderson$200/hr, $1,500-$4,000
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.