Green Capital Private Wealth fees and pricing

Financial planner in Miami, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 2, 2026, Green Capital Private Wealth charges $300 an hour for financial planning.

Published fees

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

Hourly rate: $300/hr; “BASIS Hourly fees are charged at a rate of $300.00 per planner-hour, including meeting time and preparation time (the "Hourly Fee").”

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

“The Flat Quarterly Retainer is billed quarterly, in advance.”
“Investment Management Services fees are billed quarterly, in advance, and prorated for any partial quarter based on the number of days an account is open during the billing period.”
“Support staff time may be billed at a lower rate where appropriate.”

Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
6 of the 13 other planners in Miami that publish an hourly rate charge less.

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
Minimum: $2,500 minimum fee (stated in brochure)
Employees: 3
Works with: Businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed: $150,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 323357
Website: gcprivatewealth.com (opens in new tab)
Phone: (800) 615-0794

Is something on this page wrong or out of date?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.