Lodestone Capital Solutions LLC fees and pricing

Financial planner in Stanton, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 15, 2026, Lodestone Capital Solutions LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “The Advisors hourly fee will be billed at a rate of $200 per hour, but may be negotiated in advance.”

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

“Disclose whether the fees are negotiable.”
“Describe whether the firm deducts fees from clients’ assets or bills client for fees incurred.”
“Explain how often firm bills clients or deducts its fee.”

Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2011 (15 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 5
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $4,200,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 156520
Website: lodestonecapital.com (opens in new tab)
Phone: (310) 279-7710

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