Corcovado Investment Advisors, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 6, 2026, Corcovado Investment Advisors, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Consulting fees are billed monthly in arrears or invoiced directly for ad-hoc services at a rate of $350 per hour, rounded to 15-minute increments.”

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

“Fees are billed either monthly or quarterly in arrears, based on the average month-end AUM during the billing period.”
“Clients are encouraged to compare these statements with Corcovado’s invoices to verify accuracy.”
“For certain consulting services, Corcovado invoices clients directly rather than deducting fees from client accounts.”

Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
18 of the 35 other planners in San Francisco that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $1,319,529
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 333517
Website: corcovia.com (opens in new tab)
Phone: (415) 488-5637

Is something on this page wrong or out of date?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