Clout Capital fees and pricing

Financial planner in Miami, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 2, 2026, Clout Capital charges a flat or project fee of $50,000 for financial planning.

Published fees

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

Flat or project fee: $50,000; “The negotiated fixed rate for creating client financial plans is between $50,000 and $2,000,000.”

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

“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of CCIML's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of CCIML’s fees, within five business days of signing the Financial Planning Agreement.”

Its flat or project fee of $50,000 is above the Florida median of $4,900. 97% of the 320 other Florida planners that publish a flat or project fee charge less.
14 of the 14 other planners in Miami that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Employees: 3
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $105,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 327315
Website: cloutcapital.com (opens in new tab)
Phone: (561) 931-8430

Is something on this page wrong or out of date?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