Conquis Financial LLC fees and pricing

Financial planner in Millbrae, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 25, 2026, Conquis Financial LLC charges a quarterly fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $3,000/qtr; “Our minimum quarterly fee for any engagement will be $3,000.”

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

“The annual fixed flat fee is negotiated based on services provided and is assessed and/or charged quarterly in advance with an annual inflation adjustment as noted in the agreement.”
“The Firm will refund any prepaid, unearned advisory fees.”

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: 0.95% a year
Minimum: $3,000 minimum fee (stated in brochure)
Clients: 50
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $279,971,014
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 319579
Website: linkedin.com/in/jacoblevy94111 (opens in new tab)
Phone: (650) 651-3609

Can advise clients in 3 states: California, New Hampshire, New York

Is something on this page wrong or out of date?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