ERS Capital Management LLC fees
Financial planner in Montgomery, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 13, 2026, ERS Capital Management LLC (Montgomery, AL) charges up to $200 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 13, 2026. Fees can change.
- Hourly rate
- Up to $200/hr
Capped at $200, at or below the Alabama median of $266.
“Fees are billed on an hourly basis at a rate not to exceed $200 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How ERS Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Because the fee is negotiable and stated as a maximum (“not-to-exceed”) rate, ERS may charge any rate at or below the applicable maximum; the specific rate for each client is set forth in Exhibit A of the advisory agreement.”
- “The annual fee is divided and payable monthly in arrears through a direct debit of the client’s account.”
- “Fees for accounts opened at any time other than the beginning of the month are prorated based on the number of days the account is managed during the initial month.”
About ERS Capital Management LLC
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 14, 2026
- CRD number
- 334170 (opens in new tab)
- Phone
- (334) 318-5834
Other planners in Montgomery that publish fees
- Goldsmith Martin Wealth StrategyMontgomeryHourly $150/hr
- Welon PartnersMontgomeryHourly up to $400/hr
More planners in Alabama that publish fees
- Tulip Financial Planning LLCHarvestMonthly $500-$1,500/mo
- 1st & 3rd Investments LLCVestavia HillsHourly up to $500/hr, Annual up to $5,000/yr
- Still Waters Investment Strategies LLCBirminghamHourly $200-$400/hr, Flat $500
- Legacy Capital Partners LLCBirminghamHourly $250-$400/hr, Flat $2,500-$10,000
- Capstone Global Advisors, LLCWedoweeHourly $200/hr, Monthly $250-$600/mo
- Saliba Asset Management L.L.C.HuntsvilleHourly $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.