Excelsus Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $250 to $350 per hour.”

Flat or project fee

$500⁠-⁠$15,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500 to $15,000, depending on the specific arrangement reached with the client.”

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

How Excelsus Capital Management bills

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

• “Based upon a client's preference, fees for Investment Supervisory Services may be deducted directly from a client's investment account(s) or billed via invoice monthly in arrears.”
• “The client is billed monthly in arrears for Investment Supervisory Services.”
• “Excelsus Capital Management, Inc. does not accept fees in advance for these advisory services.”

How Excelsus Capital Management’s fees compare

• Its hourly rate of $250-$350 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Manhattan Beach that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the California median of $5,000. 72% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Manhattan Beach that publish a flat or project fee charge less.

About Excelsus Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2004 (22 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

1.5% a year

Clients

67

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

$52,296,890

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

130886

Website

excelsuscapital.net (opens in new tab)

Phone

(310) 376-1367

Other planners in Manhattan Beach that publish fees

• Boundless Advice LLCManhattan Beach$10,000⁠-⁠$100,000, $5,000⁠-⁠$50,000/qtr
• Digital Wealth, LLCManhattan Beach$500/hr, $500⁠-⁠$10,000
• Madrid Retirement AdvisorsManhattan Beach$250/hr
• Monograph Wealth Advisors, LLCManhattan Beach$500/hr
• Womack Wealth Management, Inc.Manhattan Beach$50/hr

Compare all 13 planners in Manhattan Beach