Laguna Capital Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$350

“We charge a minimum fee of $350 for Financial Planning or Consulting Engagements.”

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

How Laguna Capital Management, Inc. bills

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

• “Our firm’s annualized fees are billed on a pro-rata basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from your managed account.”
• “Unless otherwise noted in writing, our firm bills on cash.”

How Laguna Capital Management, Inc.’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
• Its flat or project fee of $350 is below the California median of $5,000. 2% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.

About Laguna Capital Management, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2015 (11 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

Clients

104

Employees

3

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$97,487,345

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

269869

Website

twitter.com/lagunacm (opens in new tab)

Phone

(805) 969-9935

Can advise clients in 3 states: California, Nebraska, Oklahoma

Other planners in Santa Barbara that publish fees

• Abundant Wealth Partners, LLCSanta Barbara$175⁠-⁠$500/hr, $350⁠-⁠$25,000
• Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950⁠-⁠$10,000
• Avalan, LLCSanta Barbara$250⁠-⁠$500/hr, $500⁠-⁠$10,000
• Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
• Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
• Capital Adulting LLCSanta Barbara$250⁠-⁠$650/hr, $200⁠-⁠$800/mo

Compare all 29 planners in Santa Barbara