Coffeehouse Capital fees and pricing
Financial planner in Fresno, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Coffeehouse Capital charges $300 an hour and a flat or project fee of $1,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly rate is $300.”
- Flat or project fee
- $1,000-$15,000
“Fixed fee rates range between $1,000 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Coffeehouse Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated during a billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “SyntheticFi shall be responsible for sending monthly client fee invoices via email.”
How Coffeehouse Capital’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 5 of the 10 other planners in Fresno that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$15,000 spans the California median of $5,000. 74% of the 796 other California planners that publish a flat or project fee charge less.
- 6 of the 8 other planners in Fresno that publish a flat or project fee charge less.
About Coffeehouse Capital
“We offer Investment Management and Financial Planning.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- College planning
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
- 3% a year
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $10,714,098
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317317
- Phone
- (559) 500-2277
Other planners in Fresno that publish fees
- Artizan WealthFresno$200-$500/hr, $1,500-$50,000
- Bridgewealth Advisory Group, LLCFresno$250/hr
- Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000-$5,000
- Lyon Restaurant AdvisoryFresno$300/hr, $1,000-$5,000
- Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr
- Plan FinancialFresno$200/hr, $245-$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.