Mcintosh Capital Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“The fee will be at either a fixed rate that typically ranges from $2,500 to $14,000 for Comprehensive Plans and $750 to $5,000 for modular plans based on the anticipated hours expended or scope of services provided, or at a maximum hourly rate of $275.00 per hour.”

Flat or project fee

$750⁠-⁠$14,000

From the same sentence as above.

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

How Mcintosh Capital Advisors, Inc. bills

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

• “Fees are negotiable on a case by case basis and will be agreed upon in advance.”
• “Half of the fee is payable upon signing of the agreement, and the balance is payable upon presentation of the written Financial Plan.”
• “Clients may terminate the agreement without penalty within three business days of the signature and receive a full refund.”

How Mcintosh Capital Advisors, Inc.’s fees compare

• Its hourly rate of $275 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
• 14 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $750-$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.
• 24 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Mcintosh Capital Advisors, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Tax planning

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

Clients

78

Employees

2

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

$56,580,295

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

131188

Website

mcintoshcapital.com (opens in new tab)

Phone

(310) 470-4056

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

Compare all 73 planners in Los Angeles