Nelson Capital Management, LLC fees and pricing

Published fees

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

Hourly rate

$500/hr

“Our hourly fees are $500/principal hour for financial advisors. 6 We require a retainer of fifty-percent (50%) of the ultimate financial planning with the remainder of the fee directly billed to you and due to us within thirty (30) days of your financial plan being delivered to you.”

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

How Nelson Capital Management, LLC bills

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

• “Clients may aggregate their accounts for the purpose of calculating –our fees and the pro-rata share will be borne by each account.”
• “We charge our advisory fees quarterly in advance.”
• “We will refund the unearned portion of our advisory fee to you.”

How Nelson Capital Management, LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Menlo Park that publish an hourly rate charge less.

About Nelson Capital Management, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

199

Employees

10

Works with

Individuals, high net worth individuals, charities, and other investment advisers

Services reported to regulators

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

Assets managed

$810,783,772

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

129776

Website

instagram.com/nelson_capital/?igshid=YmMyMTA2M2Y%3D (opens in new tab)

Phone

(650) 322-4000

Can advise clients in 7 states: California, Colorado, Nebraska, New Hampshire, New York, Texas, Washington

Other planners in Menlo Park that publish fees

• BKB Financial Advisors, LLCMenlo Park$150⁠-⁠$450/hr
• Branch & Bloom Financial Planning, LLCMenlo Park$275/hr, $2,500⁠-⁠$8,000
• Clearpath Capital Partners LLCMenlo Park$350/hr
• Echo Advisory LLCMenlo Park$2,400⁠-⁠$5,000
• MezziMenlo Park$1,499/yr
• Oak Peak FinancialMenlo Park$1,000⁠-⁠$6,000

Compare all 12 planners in Menlo Park