Factory Capital LLC fees and pricing
Financial planner in Los Angeles, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 7, 2026, Factory Capital LLC charges $350 an hour, a flat or project fee of $1,500-$10,000, and a monthly fee of $2,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $1,500-$10,000
“Flat fees range from $1,500 to $10,000.”
- Monthly fee
- $2,000-$30,000/mo
“Depending upon the nature of the advisory services provided including handling portfolio management, wealth management, financial planning, coordination and oversight, implementation, etc., certain clients can be charged a fee ranging from $2,000 to $30,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Factory Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Our advisory fee is negotiable, depending on individual Client circumstances and account type.”
- “Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management.”
How Factory Capital LLC’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 21 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
- 20 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
About Factory Capital LLC
“For certain clients, we will provide additional integrated wealth management that is intended to align investment management with the client’s broader financial picture.”
- Firm size: 7 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
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
- 23
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $102,526,166
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341250
- Phone
- (954) 803-9987
Can advise clients in 4 states: California, Florida, Georgia, Texas
Other planners in Los Angeles that publish fees
- Ades Investment Counsel, Inc.Los Angeles$300/hr, $300-$5,000
- Aqua Capital AdvisorsLos Angeles$5,000-$10,000
- Bates Wealth Management, LLCLos Angeles$250/hr
- Blackacre WealthLos Angeles$400/hr, $2,500-$25,000
- Blacklines FinancialLos Angeles$5,000/yr
- Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500-$6,500
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.