Lucerna Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees (Stand-Alone) and Payment Methods​ Stand-Alone Financial Planning Fees For clients who engage us for financial planning on a stand-alone basis (without ongoing investment management), we charge a fixed fee, typically ranging from $3,000 to $15,000, or an hourly fee of $300 per hour, based on the scope and…”

Flat or project fee

$3,000⁠-⁠$15,000

From the same sentence as above.

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

How Lucerna Capital Management LLC bills

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

• “The minimum fee is assessed quarterly in arrears.”
• “For accounts opened during a quarter, the minimum fee is prorated based on the number of days the account was open during the quarter.”
• “Clients generally pay a portion of the estimated fee upon execution of the agreement, with the balance due upon delivery of the plan.”

How Lucerna Capital Management LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$15,000 spans the California median of $5,000. 76% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Dublin that publish a flat or project fee charge less.

About Lucerna Capital Management LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• 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% a year

Minimum

$5,000 minimum fee (stated in brochure)

Employees

2

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343408

Website

lucernacm.com (opens in new tab)

Phone

(925) 236-0036

Other planners in Dublin that publish fees

• Bayleaf Financial ServicesDublin$250/hr, $1,000⁠-⁠$10,000
• Fincop Financial PlanningDublin$100/hr, $2,000
• Megan Rouse Financial PlanningDublin$500/hr, $6,000⁠-⁠$15,000
• 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

Compare all 6 planners in Dublin