Dew Point Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$700/hr

“The Advisors hourly fee will be billed at a rate of $700 per hour.”

Flat or project fee

$2,300⁠-⁠$20,000

“Dew Point will charge a fixed fee for comprehensive financial planning services of between $2,300 and $20,000 per plan depending on the scope and complexity of the client circumstances, and between $4,000 and $10,000 for the investment policy statements.”

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

How Dew Point Capital bills

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

• “New account fees will be prorated from the inception of the account to the end of the first quarter.”
• “In circumstances where it is not practical to deduct fees directly from client accounts, client will be sent an invoice on a quarterly basis for the advisory fees at the beginning of the quarter and the invoice is due upon receipt by the client.”
• “The Advisors hourly fees will be negotiated and agreed upon by the parties in advance.”

How Dew Point Capital’s fees compare

• Its hourly rate of $700 is above the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.
• 31 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $2,300-$20,000 spans the California median of $5,000. 84% of the 796 other California planners that publish a flat or project fee charge less.
• 27 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Dew Point Capital

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

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

1.5% a year

Clients

509

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$513,238,282

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

305010

Website

dewpointcap.com (opens in new tab)

Phone

(410) 258-2174

Can advise clients in 10 states: California, Florida, Maryland, New York, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington

Other planners in Los Angeles that publish fees

• Ades Investment Counsel, Inc.Los Angeles$300/hr, $300⁠-⁠$5,000
• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Blacklines FinancialLos Angeles$5,000/yr
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500

Compare all 73 planners in Los Angeles