Deltax Capital LLC fees and pricing

Financial planner in Summerville, South Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 22, 2026, Deltax Capital LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “DeltaX offers standalone financial planning and consulting services at an hourly rate of $350.”

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

“The fee billed in advance for a full calendar quarter would be one-fourth of that amount, or $12,500.”
“An initial partial quarter would be prorated as described in Item 5.B.”
“Fees are negotiable at the sole discretion of the Adviser, and the Adviser may charge a fee lower than the stated schedule or waive fees in whole or in part for certain Clients, including based on factors such as the size and complexity of the relationship.”

Its hourly rate of $350 is above the South Carolina median of $250. 67% of the 69 other South Carolina planners that publish an hourly rate charge less.
2 of the 3 other planners in Summerville 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: 2026.

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: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 343139
Website: deltaxcap.com (opens in new tab)
Phone: (843) 872-4449

Is something on this page wrong or out of date?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