Crocker Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“You will pay Crocker Capital a pro-rated fee of $250 per hour for work completed by Crocker Capital as determined by Crocker Capital.”

Flat or project fee

$500⁠-⁠$3,000

“The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $3,000.”

Annual fee

$2,497/yr

“The cost for the options trading video subscription service is $2,497 annually, with $624.25 payable in advance every quarter.”

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

How Crocker Capital, LLC bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is also billed in arrears.”
• “Upon completion and delivery of the financial plan, the fixed fee is considered earned by Crocker Capital and any unpaid amount is immediately due.”

How Crocker Capital, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the Florida median of $4,900. 20% of the 320 other Florida planners that publish a flat or project fee charge less.
• Its annual fee of $2,497 is below the Florida median of $4,800. 29% of the 97 other Florida planners that publish an annual fee charge less.

About Crocker Capital, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

7

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$2,136,817

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298284

Website

crockercapitalllc.com (opens in new tab)

Phone

(754) 217-1818

Other planners in Cooper City that publish fees

• Valoria Wealth Management LLCCooper City$300/hr, $500
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600

Compare all 944 planners in Florida