Kera Capital Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“If the client and Adviser determine hourly fees are the most appropriate method of billing, hourly fees will not exceed $250 per hour.”

Flat or project fee

$2,000⁠-⁠$20,000

“If the client and Adviser determine fixed fees are the most appropriate method of billing, the fixed fees will range from $2,000 to $20,000.”

Annual fee

$7,500/yr

“In addition to the management fees, our Firm charges a $7,500 annual administrative fee to cover administration including legal fees, SPV establishment, accounting fees, costs of maintaining the SPV.”

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

How Kera Capital Partners bills

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

• “In that case, there would be an invoice sent directly to the client each month.”
• “The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and any earned fee will be billed to you by our Firm.”
• “Fees will be hourly or fixed and are negotiable.”

How Kera Capital Partners’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 17 other planners in San Jose that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$20,000 spans the California median of $5,000. 83% of the 796 other California planners that publish a flat or project fee charge less.
• 12 of the 15 other planners in San Jose that publish a flat or project fee charge less.
• Its annual fee of $7,500 is above the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.
• 3 of the 5 other planners in San Jose that publish an annual fee charge less.

About Kera Capital Partners

• Firm size: 13 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

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

Clients

310

Employees

13

Works with

Individuals, high net worth individuals, pooled investment vehicles, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$1,364,403,650

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312875

Website

linkedin.com/company/keracapital (opens in new tab)

Phone

(408) 668-2201

Can advise clients in 15 states: Arizona, California, Florida, Hawaii, Illinois, Louisiana, New Hampshire, New Jersey, Nevada, New York, Oregon, Texas, Utah, Virginia, Washington

Other planners in San Jose that publish fees

• Align Wealth Management, LLCSan Jose$300⁠-⁠$800/hr, Up to $50,000
• Amaral Financial PlanningSan Jose$500/hr
• Arena Advisors LLCSan Jose$250⁠-⁠$5,000
• Brightplan LLCSan Jose$20/mo
• Chief Capital Management, IncSan Jose$200/hr
• Concentrum Wealth ManagementSan Jose$350/hr, $2,000⁠-⁠$30,000

Compare all 33 planners in San Jose