Patels Capital fees
Financial planner in Irvine, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 20, 2026, Patels Capital (Irvine, CA) charges up to $600 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 20, 2026. Fees can change.
- Hourly rate
- Up to $600/hr
Can go up to $600; the Irvine median is $300. Can go up to $600; the California median is $300.
“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 Runs from below the Irvine median of $5,875 to above it. Runs from below the California median of $5,000 to above it.
“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 by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Credentials held at the firm
- CFA
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Patels Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination, fees will be prorated up to the date of termination; any unearned prepaid fees will be refunded, and any unpaid fees will be due and payable.”
- “The fee is disclosed in advance and agreed upon in a written consulting agreement before services begin.”
- “Hourly fees are based on time spent providing advisory services and are payable upon completion of the agreed services, regardless of whether the client proceeds with an investment.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 20, 2026
- CRD number
- 335296 (opens in new tab)
- Phone
- (650) 274-8139
Other planners in Irvine that publish fees
- Prosperity Wealth Planning LLCIrvineHourly $325-$500/hr, Flat $1,500-$3,500
- Centerpoint Financial Management LLCIrvineHourly $350/hr, Flat $5,000-$15,000
- Robin Lee Wealth ManagementIrvineHourly $200/hr
- Luhman Wealth PartnersIrvineHourly $300/hr, Flat $500-$50,000
- Depaolo & May Strategic Wealth LLCIrvineHourly $250-$500/hr, Flat $2,500-$10,000
- Tempus Wealth Planning, LLCIrvineHourly up to $250/hr, Flat up to $10,000
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.