GKV Capital Management Co Inc fees
Financial planner in Walnut Creek, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 18, 2026, GKV Capital Management Co Inc (Walnut Creek, CA) charges a flat or project fee of up to $2,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change.
- Flat or project fee
- Up to $2,000
Capped at $2,000, at or below the California median of $5,000.
“Planning fees are billed at a flat rate up to $2,000 upon completion of the plan.”
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
- 3 employees
- Registered since
- 1976 (50 years)
How GKV Capital Management Co Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may elect to be billed directly or to authorize GKV Capital to debit its fees from client accounts.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
- “Clients who were billed in advance will receive a pro-rata refund of the unearned portion of the advisory fees charged at the beginning of the quarter.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 172
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $357 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of February 18, 2026
- CRD number
- 108767 (opens in new tab)
- Phone
- (925) 627-8680
Registered or notice filed in 4 states: Arizona, California, Nevada, Texas
Other planners in Walnut Creek that publish fees
- Dhamma CapitalWalnut CreekHourly $500/hr, Flat $1,500-$5,000
- Burton Enright WelchWalnut CreekHourly $350/hr, Flat $2,500-$10,000
- Future WalletWalnut CreekHourly $300/hr, Flat $1,500-$7,500
- Globe & Anchor Wealth Management & Financial Planning, LLCWalnut CreekHourly up to $375/hr, Flat up to $50,000
- Integrity Wealth Partners, LLCWalnut CreekHourly up to $400/hr, Flat $1,500-$10,000
- Ty Rollins, Inc.Walnut CreekMonthly $199/mo
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.