Dundee Capital Management LLC fees and pricing
Financial planner in Redondo Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 23, 2026, Dundee Capital Management LLC charges a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$5,000
“Fixed fee rates range from $2,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dundee Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Dundee Capital Management LLC’s fees compare
- Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
About Dundee Capital Management LLC
- Principal: Avery Wenck
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% 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
- 343169
- Phone
- (310) 421-0841
Other planners in Redondo Beach that publish fees
- Navigoe, LLCRedondo Beach$2,083/mo, $20,000/yr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date?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.