Dhamma Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Services are offered based on an hourly fee of $500 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“Services are offered based on a flat fee between $1,500 and $5,000.”

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

How Dhamma Capital bills

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

• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the day’s services are provided during the given period.”

How Dhamma Capital’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
• 6 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.

About Dhamma Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2018 (8 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

3% a year

Clients

52

Employees

1

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, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$77,385,429

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

302037

Website

dhammacap.com (opens in new tab)

Phone

(925) 385-8717

Other planners in Walnut Creek that publish fees

• Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000⁠-⁠$15,000
• Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100⁠-⁠$2,000
• Burton Enright WelchWalnut Creek$350/hr, $2,500⁠-⁠$10,000
• Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr

Compare all 39 planners in Walnut Creek