Eightone Capital LLC fees and pricing
Financial planner in Pearland, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 27, 2026, Eightone Capital LLC charges a flat or project fee of $500-$5,000 and a monthly fee of $150-$800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“Comprehensive Financial Planning consists of an upfront charge ranging from $500 $5,000 and an ongoing fee that is paid monthly, in advance, at a rate between $150 $800 per month depending on complexity of the individual client’s needs.”
- Monthly fee
- $150-$800/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Eightone Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid in arrears on a monthly basis.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
How Eightone Capital LLC’s fees compare
- Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
About Eightone Capital LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 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
- 1.15% a year
- Clients
- 18
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services
- Assets managed
- $3,320,506
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318132
- Phone
- (281) 229-1051
Other planners in Pearland that publish fees
- Ark Alliance Financial LLCPearland$300/hr
- Bullogic Wealth ManagementPearland$300/hr, $7,800/yr
- DPH FinancialPearland$225/hr
- Ez Financial Group Inc.Pearland$100/mo
- Measure Twice Financial LLCPearland$250-$750/hr, $2,500-$10,000
- Scientific FinancialPearland$200-$400/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.