PlannerFees

Colva Capital LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 18, 2026, Colva Capital LLC charges $200⁠-⁠$500 an hour, a monthly fee of $1,500, and an annual fee of $12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$500/hr
“Hourly fees range from $200 an hour to $500 an hour depending on services required.”
Monthly fee
$1,500/mo
“These flat monthly fees start at $1,500/month and when annualized may be higher than the AUM based fees listed above.”
Annual fee
$12,000/yr
“Colva Capital has a minimum annual fee of $12,000, which is payable quarterly.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Colva Capital LLC bills

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

  • “Refunds for clients that are billed in advance are given on a pro-rated basis, based on the number of days remaining in a quarter at the point of termination.”
  • “Capital’s planning and consulting fees are negotiable, but generally range from $2,500 to $10,000, depending on the complexity.”
  • “In the limited event that Colva Capital bills the client directly, payment is due upon receipt of Colva Capital’s invoice.”

How Colva Capital LLC’s fees compare

  • Its hourly rate of $200-$500 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
  • 46 of the 73 other planners in San Diego that publish an hourly rate charge less.
  • Its annual fee of $12,000 is above the California median of $6,250. 74% of the 224 other California planners that publish an annual fee charge less.
  • 14 of the 21 other planners in San Diego that publish an annual fee charge less.

About Colva Capital LLC

“Offered Financial Advisory Services For high-net-worth individuals and entities, Colva Capital will provide financial planning, tax-efficiency planning, estate planning as well as discretionary consulting and advisory services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Estate planning

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
2% a year
Minimum
$1,000,000 in assets (stated in brochure)
Clients
3
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$1,220,749
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
315620
Phone
(858) 263-1703

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