Midas Capital Management fees and pricing
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 2, 2026, Midas Capital Management charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The negotiated hourly fee for these services is $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Midas Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of MCM Inc's fees within five business days of signing the Investment Advisory Contract.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
How Midas 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.
- 14 of the 35 other planners in San Francisco that publish an hourly rate charge less.
About Midas Capital Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.15% a year
- Clients
- 28
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $28,721,078
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334335
- Phone
- (916) 833-9559
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.