Coletta Capital, LLC fees and pricing
Financial planner in Rocky River, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 9, 2026, Coletta Capital, LLC charges a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$3,000
“Coletta Capital charges a fixed fee between $500 and $3,000 for financial planning services based on complexity and the Client’s unique situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Coletta Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Coletta Capital, LLC’s fees compare
- Its flat or project fee of $500-$3,000 is below the Ohio median of $3,250. 25% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Coletta Capital, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- 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
- 1.25% a year
- Clients
- 25
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,672,060
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322161
- Phone
- (440) 641-0153
Other planners in Ohio that publish fees
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Advocate Wealth SolutionsDublin$300-$3,000/hr
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.