Miltonian Capital Management, LLC fees and pricing

Financial planner in Los Olivos, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 19, 2026, Miltonian Capital Management, LLC charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

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

“This is subject to review of services provided, and certain fees are negotiable based upon account mix and client relationship.”
“Client is responsible for paying any fees accrued through the date of termination on a pro-rata basis.”

Its hourly rate of $100 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.

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: 26
Employees: 2
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $44,953,216
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 156144
Website: miltoniancapital.com (opens in new tab)
Phone: (805) 845-4432

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date?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.