Germana Capital LLC fees and pricing

Financial planner in Miami, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, Germana Capital LLC charges $250 an hour and a flat or project fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Fees are calculated at $250 per hour.”
Flat or project fee
$1,000
“GCL will charge a minimum fee for financial planning services of $1,000 which may increase depending on the complexity of the client’s financial situation and the time required to complete the engagement.”

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

How Germana Capital LLC bills

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

  • “Clients may terminate the agreement without penalty, for full refund of GCL’s fees, within five business days of signing the Investment Advisory Contract.”
  • “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
  • “Clients must pay the prorated performance-based fees for the billing period in which they terminate the Investment Advisory Contract up to and including the day of termination.”

How Germana Capital LLC’s fees compare

  • Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
  • 2 of the 13 other planners in Miami that publish an hourly rate charge less.
  • Its flat or project fee of $1,000 is below the Florida median of $4,900. 8% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 3 of the 14 other planners in Miami that publish a flat or project fee charge less.

About Germana Capital LLC

  • Firm size: 2 employees.
  • Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
15
Employees
2
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$7,411,264
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
321214
Website
germanacapital.com (opens in new tab)
Phone
(312) 888-6886

Can advise clients in 2 states: Florida, Texas

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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.