Circa Capital, LLC fees and pricing
Financial planner in Alpharetta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Circa Capital, LLC charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Circa Capital charges a fee based on the hours needed to complete the planning work for the client, based on an hourly rate of $400.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Circa Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due and payable upon completion of the work.”
- “Portfolio management fees are generally payable quarterly, in advance.”
- “If management begins after the start of a quarter, fees may be prorated accordingly.”
How Circa Capital, LLC’s fees compare
- Its hourly rate of $400 is above the Georgia median of $250. 83% of the 169 other Georgia planners that publish an hourly rate charge less.
- 9 of the 10 other planners in Alpharetta that publish an hourly rate charge less.
About Circa Capital, LLC
“General Information Circa Capital, LLC (also referred to as “Circa Capital” and “the Firm”) was formed in 2011 and provides financial planning, portfolio management and general consulting services to its clients.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 59
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and other services
- Assets managed
- $83,577,763
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158694
- Phone
- (770) 500-0888
Can advise clients in 3 states: Georgia, Massachusetts, North Carolina
Other planners in Alpharetta that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Atlas Investment AdvisorsAlpharetta$275/hr, $3,800-$5,000
- Blueprint Private Wealth Management LLCAlpharetta$600-$5,000
- Capital Endurance Group, IncAlpharetta$350/hr, $2,000-$10,000
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.