Leppla Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $250 and $450.”

Flat or project fee

$3,000⁠-⁠$10,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $3,000 and $10,000.”

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

How Leppla Capital Management LLC bills

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

• “No refund policy is necessary for fees charged in arrears.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory agreement.”
• “Because fees are charged in arrears, no refund is necessary.”

How Leppla Capital Management LLC’s fees compare

• Its hourly rate of $250-$450 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 18 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$10,000 spans the California median of $5,000. 67% of the 796 other California planners that publish a flat or project fee charge less.
• 17 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Leppla Capital Management LLC

• Firm size: 5 employees.
• Registered as an adviser: 2011 (15 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

1.8% a year

Clients

8

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$47,258,651

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156328

Website

lepplacap.com (opens in new tab)

Phone

(415) 309-3535

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco