Lahontan Capital LLC 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

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$6,000

“Ongoing Financial Planning Lahontan collects an initial fee, no greater than $6,000.”

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

How Lahontan Capital LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “The minimum fee is prorated and billed quarterly in arrears in accordance with the same billing methodology described above.”

How Lahontan Capital LLC’s fees compare

• Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Albany that publish an hourly rate charge less.
• Its flat or project fee of $6,000 is above the New York median of $4,500. 67% of the 251 other New York planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Albany that publish a flat or project fee charge less.

About Lahontan Capital LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

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

2% a year

Minimum

No minimum stated in brochure

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341420

Website

chosenfamilyplanning.com (opens in new tab)

Phone

(801) 602-0132

Can advise clients in 2 states: California, New York

Other planners in Albany that publish fees

• Albanyadvisor Group LLCAlbany$495
• Allsquare Wealth Management, LLCAlbany$100⁠-⁠$300/hr, $500⁠-⁠$2,000
• Arista Advisory Group, LLCAlbany$150⁠-⁠$295/hr, Up to $10,000
• Blue Jean Financial LLCAlbany$900⁠-⁠$50,000
• Eden Advisory Services, LLCAlbany$80⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Mercury Financial AdvisorsAlbany$1,500, $4,000/yr

Compare all 13 planners in Albany