Hexeum Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000⁠-⁠$50,000

“Multi-component, project-based planning engagements are assessed fixed fees that ranges from $10,000 to $50,000.”

Annual fee

$10,000⁠-⁠$50,000/yr

“We are paid a fixed fee for this service at the rate of $10,000 to $50,000 per year, which is to be paid in monthly or quarterly installments.”

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

How Hexeum Capital bills

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

• “Our stated fees are negotiable, and we typically reduce or waive for associates of the firm, family members, or pre-existing relationships.”
• “Fees are to be paid to the firm by check or draft from US-based financial institutions.”
• “Corporate consulting fees range up to $250,000 per year, billed quarterly, billed in arrears.”

How Hexeum Capital’s fees compare

• Its flat or project fee of $10,000-$50,000 is above the California median of $5,000. 95% of the 796 other California planners that publish a flat or project fee charge less.
• 21 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.
• Its annual fee of $10,000-$50,000 is above the California median of $6,250. 93% of the 224 other California planners that publish an annual fee charge less.
• 3 of the 3 other planners in Newport Beach that publish an annual fee charge less.

About Hexeum Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Equity compensation
• Cash flow and budgeting
• 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

1.75% a year

Clients

26

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$6,191,848

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298791

Website

hexeumcapital.com (opens in new tab)

Phone

(323) 388-8442

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr

Compare all 51 planners in Newport Beach