Nolan Capital Advisors LLC fees and pricing

Financial planner in Oviedo, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Nolan Capital Advisors LLC charges $150⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$300/hr; “For stand-alone consulting or financial planning services not covered by asset-based fees, NCA charges an hourly rate of $150 $300.”

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

“Fees are billed monthly, in advance, as stipulated in the Investment Management Agreement.”
“If services begin or terminate mid-billing period, fees are prorated for that portion of the month.”
“Payment is due upon completion of the agreed consulting project.”

Its hourly rate of $150-$300 spans the Florida median of $288. 24% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 2 other planners in Oviedo that publish an hourly rate charge less.

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: 145
Employees: 2
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $36,082,248
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 158775
Website: nolancapitaladvisors.com (opens in new tab)
Phone: (321) 209-1424

Can advise clients in 2 states: Florida, Pennsylvania

Is something on this page wrong or out of date?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