Deep Roots Capital fees and pricing
Financial planner in Harrison, Arkansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Deep Roots Capital charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Consulting services will also be billed at a rate of $150 per hour, billed in one-hour increments with a minimum of one hour of consulting.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Deep Roots Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination of any account, any fees that are due, but have not been paid, will be billed to you and are due immediately.”
- “All time after the first hour will be billed in 15-minute increments.”
- “Since financial consulting involves continuous and ongoing meetings between the client and Adviser, fees can be billed at the time services are rendered and payable at the end of the consulting session.”
How Deep Roots Capital’s fees compare
- Its hourly rate of $150 is below the Arkansas median of $225. 12% of the 34 other Arkansas planners that publish an hourly rate charge less.
About Deep Roots Capital
“We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information.”
- Principal: Aldon Taylor
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
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
- 2% a year
- Clients
- 111
- 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
- $45,808,832
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284864
- Phone
- (870) 204-6840
Other planners in Arkansas that publish fees
- Advanced Retirement Solutions, Inc.Little Rock$150/hr, $250-$2,500
- Antoine Wealth ManagementConway$600-$6,500, $600-$6,500/yr
- Apex Wealth ManagementSearcy$175/hr
- Asheri Grove Financial PlanningConway$1,500-$3,500, $150-$1,250/mo
- Brown Capital Management, LLCLittle Rock$200/hr
- C & S Capital Management, Inc.Bismarck$150/hr, $1,000
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.