Mainstream Capital Management fees and pricing
Financial planner in Los Angeles, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Mainstream Capital Management charges $300 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Generally, an estimate of time, in hours, associated with conducting the service will be applied to an expected hourly rate of $300, but then fixed for the service.”
- Flat or project fee
- $1,000-$5,000
“Fixed fees can generally range from $1,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mainstream Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our management fee is charged in advance on a quarterly basis, unless otherwise requested by a particular client.”
- “Fees will be deducted from the client’s account, of their choosing, however, the client may also request that fees be invoiced.”
- “Fees of more than $500 will not be charged more than six months in advance.”
How Mainstream Capital Management’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.
- 16 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
- 10 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
About Mainstream Capital Management
“We are a full-service wealth management firm that provides comprehensive financial planning services and manages clients’ investment portfolios across a variety of model and customized strategies.”
- Firm size: 4 employees.
- Founded: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 170
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $223,980,722
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297145
- Phone
- (213) 365-6773
Can advise clients in 14 states: California, Connecticut, Florida, Georgia, Massachusetts, Maryland, Maine, Montana, Nevada, New York, Tennessee, Texas, Vermont, Washington
Other planners in Los Angeles that publish fees
- Ades Investment Counsel, Inc.Los Angeles$300/hr, $300-$5,000
- Aqua Capital AdvisorsLos Angeles$5,000-$10,000
- Bates Wealth Management, LLCLos Angeles$250/hr
- Blackacre WealthLos Angeles$400/hr, $2,500-$25,000
- Blacklines FinancialLos Angeles$5,000/yr
- Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500-$6,500
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.