MKG Capital Management, LLC fees and pricing
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 7, 2026, MKG Capital Management, LLC charges $280 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $280/hr
“Compensation provided to MKG for financial planning services is negotiable and varies, but typically consists of a fee of $280 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MKG Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Advisory 4 MKG’s compensation is negotiable and varies, but typically, consists of either or both of the following components.”
- “Performance fees are assessed in arrears on a quarterly or annual basis and are only applied to profits that exceed the cumulative losses previously incurred by or allocated to the respective clients.”
- “General Disclosure MKG typically bills a client for management fees and performance fees but may directly deduct such amounts from client accounts.”
How MKG Capital Management, LLC’s fees compare
- Its hourly rate of $280 is below the California median of $300. 40% of the 932 other California planners that publish an hourly rate charge less.
- 11 of the 35 other planners in San Francisco that publish an hourly rate charge less.
About MKG Capital Management, LLC
“It provides investment advisory and financial planning services to clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1999 (27 years).
Planning areas mentioned in the brochure
- Equity compensation
- Cash flow and budgeting
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
- 2.5% a year
- Clients
- 7
- Employees
- 1
- Works with
- High net worth individuals and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, and other services
- Assets managed
- $23,028,402
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136286
- Phone
- (415) 282-7902
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.