CB Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“As a fixed fee, typically ranging from $2,500 to $7,500, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $350 per hour.”

Flat or project fee

$2,500⁠-⁠$7,500

From the same sentence as above.

Annual fee

$5,000⁠-⁠$15,000/yr

“As an alternative, we may apply a minimum fee to the table above or charge a flat fee both of which can range from $5,000 to $15,000/year for the average client but may be higher or lower based on scope, time required, and complexity of the services rendered. 7 This is a tiered (non-blended) fee schedule.”

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

How CB Capital LLC bills

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

• “An estimate of the fee will be provided to the client prior to engaging in these services and payment is due upon completion and presentation of the plan.”
• “Our fees are charged on a quarterly basis in arrears based on the market value of the assets under management on the last day of each calendar quarter as valued by the Third Party Administrator or Recordkeeper.”
• “Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”

How CB Capital LLC’s fees compare

• Its hourly rate of $350 is above the Rhode Island median of $280. 67% of the 15 other Rhode Island planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$7,500 spans the Rhode Island median of $3,625. 77% of the 13 other Rhode Island planners that publish a flat or project fee charge less.
• Its annual fee of $5,000-$15,000 is above the Rhode Island median of $5,000. 75% of the 4 other Rhode Island planners that publish an annual fee charge less.

About CB Capital LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: EA.
• 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

0.7% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

61

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$124,458,300

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300200

Website

CBCapitalLLC.com (opens in new tab)

Phone

(401) 768-3361

Can advise clients in 5 states: Florida, Massachusetts, New Hampshire, Pennsylvania, Rhode Island

Other planners in Rhode Island that publish fees

• Alvarez & Associates FinancialCentral Falls$200/hr, $750⁠-⁠$1,500
• Axis Wealth Partners, LLCEast Providence$150/hr, $250⁠-⁠$2,500
• Blue Chip Financial Advisors, LLCEast Providence$250/hr
• Bountiful Investment Management LLCRumford$250/hr, $500⁠-⁠$5,000
• Breachway Investments, LLCCharlestown$200/hr
• Capital Wealth Management, LLCWest Warwick$500⁠-⁠$5,000, $20,000/yr

Compare all 42 planners in Rhode Island