Mirador Capital Partners fees and pricing

Published fees

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

Flat or project fee

$2,500

“Flat fees will not exceed $2,500.”

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

How Mirador Capital Partners bills

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

• “Our firm’s fees are negotiable and may be discounted on a case-by-case basis.”
• “Annualized fees are billed on a quarterly pro-rata basis (one quarter of the annual rate) in advance based on the value of ADV Part 2A – Firm Brochure Page 6 Mirador Capital Partners, LP your account on the last day of the previous quarter.”
• “Certain illiquid securities without daily valuations will be billed based upon their most recently available valuations.”

How Mirador Capital Partners’ fees compare

• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Pleasanton that publish a flat or project fee charge less.

About Mirador Capital Partners

• Firm size: 15 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

647

Employees

15

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$1,008,325,229

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173764

Website

facebook.com/miradorcapital (opens in new tab)

Phone

(925) 621-1000

Can advise clients in 13 states: Arizona, California, Florida, Hawaii, Idaho, Kentucky, Louisiana, Nevada, New York, Oregon, Texas, Virginia, Washington

Other planners in Pleasanton that publish fees

• Abundance AdvisersPleasanton$500/hr, $500
• Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
• Carr Wealth Management LLCPleasanton$150/hr
• Golkonda Investment AdvisorsPleasanton$500⁠-⁠$10,000
• Grant Private Wealth ManagementPleasanton$250/hr, $1,500⁠-⁠$15,000
• Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000

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