Dedora Capital, Inc. fees and pricing
Financial planner in Napa, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Dedora Capital, Inc. charges $150-$250 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Our hourly fees are $250 for Certified Financial Planner, $150 per hour for Financial Advisors.”
- Flat or project fee
- $1,500-$10,000
“Flat fees generally range from $1,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dedora Capital, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s annualized fees are billed on a pro-rata basis monthly in arrears based on the average daily balance of your account.”
- “Unless indicated otherwise in writing, our firm bills on cash.”
- “Fees are negotiable and ADV Part 2A – Firm Brochure Page 7 DeDora Capital, Inc. will be deducted from your managed account.”
How Dedora Capital, Inc.’s fees compare
- Its hourly rate of $150-$250 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Napa that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Napa that publish a flat or project fee charge less.
About Dedora Capital, Inc.
“Our comprehensive portfolio management service encompasses asset management as well as providing financial planning/financial advice or Ultra High Net Worth & Multi Family Office services to clients.”
- Firm size: 12 employees.
- Registered as an adviser: 2015 (11 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
- 1.2% a year
- Clients
- 460
- Employees
- 12
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $550,691,298
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 177523
- Phone
- (707) 253-0681
Can advise clients in 9 states: Arizona, California, Colorado, Louisiana, Nevada, Oregon, Pennsylvania, Texas, Washington
Other planners in Napa that publish fees
- 5T Wealth, LLCNapa$200-$450/hr
- Arcadian Associates, LLCNapa$400/hr
- Harrington Investments, Inc.Napa$250
- John H. Liles, CFPNapa$150/hr
- Olde World InvestmentsNapa$600-$1,200
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.