Onitus Capital, LLC fees and pricing
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Onitus Capital, LLC charges $500 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Onitus Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm brochure has been updated to disclose that fees may also be billed quarterly in arrears based on the total absolute market value of your account on the time-weighted daily average of the previous quarter.”
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis quarterly in advance or in arrears based on the total absolute market value of your account on the time-weighted daily average of the previous quarter.”
How Onitus Capital, 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.
- 18 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
- 17 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.
About Onitus Capital, LLC
- Principal: Kyle Soucy
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 1% a year
- Clients
- 51
- Employees
- 1
- 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, pension consulting, and selecting other advisers
- Assets managed
- $9,641,909
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321632
- Phone
- (949) 763-4114
Can advise clients in 2 states: California, Connecticut
Other planners in Newport Beach that publish fees
- Banta Asset Management LPNewport Beach$350/hr
- Bridge Capital Consulting, LLCNewport Beach$250/hr, $250-$12,000
- Campbell Advisory Services, LLCNewport Beach$150-$300/hr, $1,500-$5,000
- Centriplan, LLCNewport Beach$250-$300/hr, $1,000-$5,000
- Crystal Cove Asset ManagementNewport Beach$1,500-$10,000
- Hall Financial WellnessNewport Beach$500-$5,000, $1,500-$10,000/yr
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.