Efficient Capital Strategies, LLC fees and pricing
Financial planner in Barrington, Rhode Island. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Efficient Capital Strategies, LLC charges a quarterly fee of $500 and an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $500/qtr
“Fees for our investment supervisory services are offered at a fixed fee of $500 per quarter ($2,000 annually).”
- Annual fee
- $2,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Efficient Capital Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are due and payable to our firm shortly thereafter.”
- “Fees for investment supervisory services are billed quarterly in arrears, which means that fees are due and payable at the end of each quarter.”
- “The advisory fees for this service are non-negotiable.”
How Efficient Capital Strategies, LLC’s fees compare
- Its annual fee of $2,000 is below the Rhode Island median of $5,000. None of the 4 other Rhode Island planners that publish an annual fee charge less.
About Efficient Capital Strategies, LLC
- 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, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 8
- 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
- $11,611,284
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283922
- Phone
- (401) 410-0202
Can advise clients in 3 states: Massachusetts, New York, Rhode Island
Other planners in Barrington that publish fees
- Hall Capital Management Company, Inc.Barrington$250-$300/hr, $1,500-$3,000
- Alvarez & Associates FinancialCentral Falls$200/hr, $750-$1,500
- Axis Wealth Partners, LLCEast Providence$150/hr, $250-$2,500
- Blue Chip Financial Advisors, LLCEast Providence$250/hr
- Bountiful Investment Management LLCRumford$250/hr, $500-$5,000
- Breachway Investments, LLCCharlestown$200/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.