Nautilus Advisors LLC fees and pricing
Financial planner in La Jolla, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Nautilus Advisors LLC charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“Flat fees generally range from $500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nautilus Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients with annuities in advisory accounts will be charged quarterly in advance or arrears depending on the provider’s billing process.”
- “Our firm bills on cash and cash equivalents unless indicated otherwise in writing.”
- “We charge our advisory fees quarterly in advance for our Comprehensive Portfolio Management and service.”
How Nautilus Advisors LLC’s fees compare
- Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 5 other planners in La Jolla that publish a flat or project fee charge less.
About Nautilus Advisors LLC
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2010 (16 years).
Firm details from Form ADV
- 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
- 188
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $304,291,789
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154169
- Phone
- (619) 573-4590
Can advise clients in 3 states: California, Colorado, Texas
Other planners in La Jolla that publish fees
- Canter WealthLa Jolla$7,500-$20,000, $1,875/qtr
- Carter Financial, LLCLa Jolla$350/hr, $1,500-$5,000
- Castle Coast Wealth, LLCLa Jolla$500/hr, $50,000/yr
- Coastwise Capital Group, LLCLa Jolla$250/hr
- Financial Alternatives, Inc.La Jolla$300/hr
- Hamilton Manor & AssociatesLa Jolla$250/hr, $200-$15,000
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.