On Keel Capital fees and pricing
Financial planner in Mill Valley, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 12, 2026, On Keel Capital charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for specific administrative and consulting services for advisory clients will be billed at an hourly rate of $250 per hour, depending on the complexity, needs, and circumstances of the client, upon mutual agreement with the client, and shall be due and payable as earned.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How On Keel Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable at the discretion of On Keel.”
- “Clients will be invoiced in advance at the beginning of each calendar quarter based the value of the client’s account at the end of the previous quarter.”
- “In all cases, invoices or fee notifications will be sent to the client showing the value of the clients’ assets upon which the fee was based, and the specific manner in which the fee was calculated.”
How On Keel Capital’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- None of the 5 other planners in Mill Valley that publish an hourly rate charge less.
About On Keel Capital
“On Keel Capital provides continuous personalized, confidential financial planning and investment advice to clients regarding the investment of client funds based upon the individual needs of the client.”
- Principal: Frederick H. Borden
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
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
- Minimum
- No minimum stated in brochure
- Clients
- 2
- Employees
- 1
- Works with
- High net worth individuals and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,324,277
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311185
- Phone
- (415) 305-2579
Other planners in Mill Valley that publish fees
- Aspirean Wealth, LLCMill Valley$450/hr, $1,500-$10,000
- Assembly WealthMill Valley$250-$1,200/hr, $2,500-$5,000
- Austin Creek Capital, LLCMill Valley$1,500-$3,000, $300-$3,000/mo
- Katy Song Financial Planning, Inc.Mill Valley$400/hr, $980-$7,800
- Miller Avenue Advisors LLCMill Valley$8,000-$30,000/yr
- Private Wealth Partners, LLCMill Valley$300-$500/hr, $3,000-$5,000
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.