Cooper Capital Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$865/hr

“The maximum hourly fee to be charged will not exceed $865.”

Flat or project fee

$50,000

“Flat fees will not exceed $50,000.”

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

How Cooper Capital Group bills

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

• “Annualized fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous month.”
• “Unless indicated otherwise in writing, our firm bills on cash.”
• “In rare cases, our firm will agree to directly invoice.”

How Cooper Capital Group’s fees compare

• Its hourly rate of $865 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Encinitas that publish an hourly rate charge less.
• Its flat or project fee of $50,000 is above the California median of $5,000. 97% of the 796 other California planners that publish a flat or project fee charge less.

About Cooper Capital Group

• Principal: Clinton Cooper
• Firm size: 4 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

1% a year

Clients

208

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$282,869,837

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305121

Website

coopercapgroup.com (opens in new tab)

Phone

(760) 452-6114

Can advise clients in 4 states: California, New York, Texas, Virginia

Other planners in Encinitas that publish fees

• De Vries Asset Management, LLCEncinitas$500/hr
• Global Vantage Wealth ManagementEncinitas$250/hr, $3,000⁠-⁠$80,000/yr
• Kelly Financial Group LLCEncinitas$300/hr
• Lifetime Financial Advisors IncEncinitas$250/hr, $2,500⁠-⁠$25,000
• Stout Capital Management LLCEncinitas$400/hr, $2,000/yr

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