Longevity Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The administrative fee is based on the Firm’s hourly fee rate of $350 per hour and is non-negotiable.”

Flat or project fee

$350⁠-⁠$14,000

“The fee will be based upon the anticipated number of hours it will take to complete the financial plan or project, and in general will range from one to 40 hours ($350 to $14,000).”

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

How Longevity Capital Management bills

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

• “New account fees will be prorated from the inception of the account to the end of the first month.”
• “Clients will agree in advance to these administrative fees.”
• “The Firm’s hourly fee will be billed at a rate of $350 per hour.”

How Longevity Capital Management’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 10 other planners in Thousand Oaks that publish an hourly rate charge less.
• Its flat or project fee of $350-$14,000 spans the California median of $5,000. 70% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 7 other planners in Thousand Oaks that publish a flat or project fee charge less.

About Longevity Capital Management

• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

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

0.75% a year

Clients

182

Employees

3

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, pension consulting, and other services

Assets managed

$184,155,472

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

328283

Website

longevitycapitalmgmt.com (opens in new tab)

Phone

(805) 917-6771

Can advise clients in 5 states: Arizona, California, Colorado, Nebraska, Texas

Other planners in Thousand Oaks that publish fees

• Buff Your FinancesThousand Oaks$350/hr, $1,000⁠-⁠$10,000
• Carty Financial, Inc.Thousand Oaks$400/hr
• Cedarstone AdvisorsThousand Oaks$300⁠-⁠$500/hr
• ConfideThousand Oaks$200/hr, $3,000⁠-⁠$6,000
• De Groote Financial Group, LLCThousand Oaks$1,000/hr, $25,000
• Farrell Financial, Inc.Thousand Oaks$250⁠-⁠$350/hr, $6,450

Compare all 17 planners in Thousand Oaks