Metz Capital Management LLC fees and pricing

Financial planner in Lewes, Delaware. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Metz Capital Management LLC charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $175/hr; “Metz Capital also provides investment advisory services for an hourly fee of $175 per hour.”

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

“Metz Capital’s fees are generally not negotiable, but it may, under certain circumstances, arrange a different fee schedule with a particular client.”
“Metz Capital may also provide a comprehensive financial plan for a fixed fee of up to $10,000, which may be negotiable depending upon the nature and complexity of the client's circumstances.”

Its hourly rate of $175 is below the Delaware median of $300. 11% of the 18 other Delaware planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.35% a year
Clients: 195
Employees: 3
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $107,940,245
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 108382
Website: metzcapitalmanagement.com (opens in new tab)
Phone: (302) 644-1193

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