Hall Capital Management Company, Inc. fees and pricing
Financial planner in Barrington, Rhode Island. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Hall Capital Management Company, Inc. charges $250-$300 an hour and a flat or project fee of $1,500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$300/hr
“As a fixed fee, typically ranging from $1,500 to $3,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $250 - $300 per hour.”
- Flat or project fee
- $1,500-$3,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hall Capital Management Company, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are payable semi-annually in advance, based on the market value of assets under supervisory management on the last business day of the previous six-month calendar period.”
- “Advisory fees will be billed generally within 15 days after the end of that six-month period.”
- “Upon termination, any advisory fees paid in advance for services not performed will be refunded to the client on a pro rata basis.”
How Hall Capital Management Company, Inc.’s fees compare
- Its hourly rate of $250-$300 spans the Rhode Island median of $280. 47% of the 15 other Rhode Island planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$3,000 is below the Rhode Island median of $3,625. 15% of the 13 other Rhode Island planners that publish a flat or project fee charge less.
About Hall Capital Management Company, Inc.
- Firm size: 9 employees.
- Registered as an adviser: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- 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
- 1.3% a year
- Clients
- 519
- Employees
- 9
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $411,648,230
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108141
- Phone
- (401) 245-0049
Can advise clients in 14 states: California, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New York, Rhode Island, South Carolina, Texas
Other planners in Barrington that publish fees
- Efficient Capital Strategies, LLCBarrington$500/qtr, $2,000/yr
- Alvarez & Associates FinancialCentral Falls$200/hr, $750-$1,500
- Axis Wealth Partners, LLCEast Providence$150/hr, $250-$2,500
- Blue Chip Financial Advisors, LLCEast Providence$250/hr
- Bountiful Investment Management LLCRumford$250/hr, $500-$5,000
- Breachway Investments, LLCCharlestown$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.