Cowan Capital Advisors fees and pricing
Financial planner in Foster City, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 15, 2026, Cowan Capital Advisors charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Financial planning services are billed at $500 per hour, billed monthly in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cowan Capital Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at the sole discretion of Cowan Capital Advisors.”
- “Cowan Capital Advisors' portfolio management fees are paid monthly in arrears through direct deduction from client account(s) only.”
- “Thereafter, in the case of termination of advisory services by either Cowan Capital or the client, earned, unpaid fees will be due on a daily pro-rata basis.”
How Cowan Capital Advisors’ fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
About Cowan Capital Advisors
“Cowan Capital Advisors also offers hourly financial planning services.”
- Principal: James L. Cowan
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Equity compensation
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.125% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $15,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325865
- Phone
- (650) 242-8704
Other planners in Foster City that publish fees
- Bailard, Inc.Foster City$3,500-$15,000, $2,000-$50,000/yr
- Graystone Advisor, LLCFoster City$16,000/yr
- Summitry, LLCFoster City$1,500-$5,000
- Team Hewins, LLCFoster City$350-$400/hr, $3,000-$10,000
Is something on this page wrong or out of date?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.