Lotus Oak Capital Institute fees and pricing
Financial planner in Burbank, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Lotus Oak Capital Institute charges a flat or project fee of $1,500-$7,500, a quarterly fee of $12,125, and an annual fee of $3,000-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$7,500
“Fixed project fees typically range from $1,500 to $7,500, depending on scope and complexity (data gathering, analyses, deliverables, and review meetings).”
- Quarterly fee
- $12,125/qtr
“Billed quarterly in arrears, this would equal $12,125 per quarter, subject to market fluctuations and any deposits or withdrawals.”
- Annual fee
- $3,000-$12,000/yr
“For clients who engage us for ongoing advice and monitoring outside of or in addition to portfolio management, we typically charge a flat annual retainer, generally ranging from $3,000 to $12,000 per year, depending on complexity, households/entities covered, and services requested.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lotus Oak Capital Institute bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Project fees are generally billed in arrears after delivery of the plan or other agreed-upon milestones.”
- “Retainer fees are billed in arrears (typically quarterly) and specified in your advisory agreement.”
- “Advisory fees are generally billed in arrears.”
How Lotus Oak Capital Institute’s fees compare
- Its flat or project fee of $1,500-$7,500 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
- Its annual fee of $3,000-$12,000 spans the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.
About Lotus Oak Capital Institute
“We provide investment advisory and financial planning services to individuals and families (including trusts), business entities, and retirement plans.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $215,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339053
- Phone
- (310) 405-5699
Other planners in Burbank that publish fees
- Convey Wealth LLCBurbank$500/hr, $6,000-$100,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/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.