Geddi Capital LLC fees and pricing
Financial planner in Ann Arbor, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 7, 2026, Geddi Capital LLC charges a monthly fee of $3-$50 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $3-$50/mo
“The fee can range between $3 and $50 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Geddi Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
- “The fee is negotiable and may be waived for clients that have assets under management and pay an advisory fee to Geddi Capital.”
About Geddi Capital LLC
- Principal: Jesse Geary
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 53
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,100,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313214
- Phone
- (936) 444-5557
Other planners in Ann Arbor that publish fees
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Arbor Trust Wealth Advisors, LLCAnn Arbor$200-$400/hr, $2,500-$5,000
- Boardwalk Wealth ManagementAnn Arbor$1,000-$3,000, $200-$2,500/qtr
- Coriander Financial Group LLCAnn Arbor$300/hr
- Darden Wealth GroupAnn Arbor$400/hr, $1,500-$25,000/qtr
- Grand Street Wealth Management, LLCAnn Arbor$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Is something on this page wrong or out of date?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.