MT. Timp Capital fees and pricing

Financial planner in Winnetka, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 20, 2026, MT. Timp Capital charges $100⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$400/hr; “Timp Capital by check or by Zelle. 8 Compensation – Financial Planning and Consulting Services Financial Planning and Consulting fees will be charged as a fixed fee, typically ranging from $100 per hour (minimum hourly fee) to $400 per hour (maximum hourly fee), depending on the nature and complexity of each…”

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

“Clients may select to have their fees deducted directly from their account or to be billed directly to have fees paid from property outside of their account.”
“All financial planning fees are due in advance or arrears, upon presentation of the financial plan or consulting engagement for the client.”
“Timp Capital will charge the same annual fees as described in Compensation – Asset Management Services above on the plan's assets for the pension consulting services described above, generally payable at the end of a calendar quarter or six months.”

Its hourly rate of $100-$400 spans the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2023 (3 years).

How the firm is paid: Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, educational seminars and workshops, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 324028
Phone: (818) 307-1738

Is something on this page wrong or out of date?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