Neya Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$10,000

“Project-Based Planning Broad-based planning engagements are assessed a fixed (project-based) fee that ranges from $5,000 to $10,000.”

Quarterly fee

$500/qtr

“We are paid a fixed fee for this service at the rate of $500 per quarter.”

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

How Neya Capital bills

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

• “Our published fees are negotiable, and we may waive or discount our fees for our associates, their family members, and pre-existing relationships.”
• “Fees are to be paid to our firm by check or bank draft from US-based financial institutions.”
• “The project planning engagement ends upon plan delivery. 4 We do not retain debit/credit card data.”

How Neya Capital’s fees compare

• Its flat or project fee of $5,000-$10,000 is above the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.

About Neya Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

0.85% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$2,959,272

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325185

Website

letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/22590905-02de-40dc-930d-ed6a5a32689c (opens in new tab)

Phone

(661) 267-2005

Other planners in California that publish fees

• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

Compare all 1,914 planners in California