PlannerFees

Lemnis Capital fees and pricing

Financial planner in Richardson, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated October 1, 2026, Lemnis Capital charges a flat or project fee of $2,000⁠-⁠$5,000 and a monthly fee of $30 for financial planning.

Published fees

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

Flat or project fee
$2,000⁠-⁠$5,000
“One-time financial planning services are provided for a fixed fee ranging from $2,000 to $5,000 based on the scope and complexity of the engagement.”
Monthly fee
$30/mo
“Core Membership Fee: $30 per month Billing Frequency:”

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

How Lemnis Capital bills

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

  • “Portfolio management fees may be billed quarterly, either in advance or in arrears, as specified in the client's advisory agreement.”
  • “Fees billed in advance are based on the value of the account on the last business day of the prior quarter.”
  • “Fees billed in arrears are based on the value of the account on the last business day of the current quarter.”

How Lemnis Capital’s fees compare

  • Its flat or project fee of $2,000-$5,000 spans the Texas median of $3,850. 46% of the 401 other Texas planners that publish a flat or project fee charge less.

About Lemnis Capital

“The Adviser offers financial planning services designed to assist clients in evaluating their overall financial situation and developing strategies to help achieve stated financial goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 13 employees.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning

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
2% a year
Clients
352
Employees
13
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed
$97,886,144
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
340137
Phone
(972) 928-6196

Can advise clients in 7 states: Colorado, Florida, Louisiana, North Carolina, Nebraska, Texas, Utah

Other planners in Richardson that publish fees

Compare all 12 planners in Richardson

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.