Chief Capital Management, Inc fees and pricing

Financial planner in San Jose, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Chief Capital Management, Inc charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “CCM charges on an hourly basis at the current rate of $200 per hour for consulting and financial planning services.”

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

“This fee is calculated at an annual rate according to the fee schedule below and the pro rata share of one fourth (1/4) of the annual fee is collected on a quarterly basis in arrears.”

Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
3 of the 17 other planners in San Jose that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 1998 (28 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.95% a year
Clients: 14
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $12,907,703
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 108753
Phone: (509) 270-0506

Can advise clients in 2 states: California, Washington

Is something on this page wrong or out of date?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.