Patels and Company Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$600/hr

“Clients may elect hourly billing, at a rate not exceeding $600 per hour, as an alternative to the fixed engagement fee for a full investment consulting engagement, including DST evaluation and Section 1031/721 exchange consulting.”

Flat or project fee

$1,000⁠-⁠$10,000

“- As a fixed project-based fee, typically ranging from $1,000 to $10,000, depending on the scope and complexity of the engagement, and determined in advance; or - On an hourly basis, not to exceed $600 per hour.”

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

How Patels and Company Capital bills

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

• “Fees are calculated at the end of each quarter based on the market value of assets under management on the last business day of the quarter and are billed within 30 days thereafter.”
• “Clients may elect to have fees deducted directly from their custodial account (limited consent for fee withdrawal) or receive an invoice for payment by check or electronic bank transfer.”
• “If assets are invested or withdrawn during a quarter, fees will be prorated based on the number of days services were provided.”

How Patels and Company Capital’s fees compare

• Its hourly rate of $600 is above the California median of $300. 95% of the 932 other California planners that publish an hourly rate charge less.
• 30 of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About Patels and Company Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

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

2% a year

Minimum

No minimum stated in brochure

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335296

Website

patelscapital.com (opens in new tab)

Phone

(650) 274-8139

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

Compare all 58 planners in Irvine