M. Thomas Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“The fees are negotiable and the final fee schedule will be disclosed in the Financial Planning Agreement. 4 Hourly Fees The hourly fee for these services is between $100 and $500.”

Flat or project fee

$1,000⁠-⁠$10,000

“The fixed rate for creating client financial plans is between $1,000 and $10,000.”

Annual fee

$1,000⁠-⁠$10,000/yr

“The on-going semi-annual fee for these services is $1,000 and $10,000, collected in equal portions each month.”

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

How M. Thomas Capital Management bills

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

• “Clients may terminate the agreement without penalty for a full refund of MTCM's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are negotiable and the final fee schedule will be disclosed in the Financial Planning Agreement.”
• “The fees are negotiable and the final fee schedule will be disclosed in the Financial Planning Agreement.”

How M. Thomas Capital Management’s fees compare

• Its hourly rate of $100-$500 spans the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Chagrin Falls that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Ohio median of $3,250. 70% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $1,000-$10,000 spans the Ohio median of $5,000. 54% of the 79 other Ohio planners that publish an annual fee charge less.

About M. Thomas Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

41

Employees

1

Works with

Individuals and other

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$11,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315452

Website

mthomascapital.com (opens in new tab)

Phone

(440) 463-5619

Other planners in Chagrin Falls that publish fees

• Epoch Wealth ManagementChagrin Falls$100⁠-⁠$450/hr, $20⁠-⁠$5,000
• Wisdom Investment Strategies, LLCChagrin Falls$300/hr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr

Compare all 4 planners in Chagrin Falls