Lang Capital fees and pricing
Financial planner in Bluffton, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Lang Capital charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lang Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of Calibre's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of Calibre's fees within five business days of signing the Financial Planning Agreement.”
- “Financial planning fees are paid via check.”
How Lang Capital’s fees compare
- Its flat or project fee of $500-$5,000 spans the South Carolina median of $3,000. 43% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Bluffton that publish a flat or project fee charge less.
About Lang Capital
- Firm size: 5 employees.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 152
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $106,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281305
- Phone
- (843) 757-9400
Can advise clients in 2 states: North Carolina, South Carolina
Other planners in Bluffton that publish fees
- Coastline Complete Wealth LLCBluffton$250-$500/hr
- Hilton Head Wealth Advisors, LLCBluffton$75/hr
- Metis Wealth Management & Planning LLCBluffton$300/hr
- Oak Advisors, LLCBluffton$200-$350/hr, $1,000-$10,000
- Silver Oak Leaf Financial Services L.L.C.Bluffton$500, $200-$500/mo
- Strategic Investment Solutions, LLCBluffton$150/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.