PCB Capital LLC fees and pricing
Financial planner in East Brunswick, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 8, 2026, PCB Capital LLC charges $400 an hour and a flat or project fee of $1,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“PCB Capital’s financial planning and consulting fees are negotiable, but generally are $400 on an hourly rate basis, and from $1,000 to $25,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Flat or project fee
- $1,000-$25,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How PCB Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Alternatively, clients may elect to have PCB Capital send an invoice for payment.”
How PCB Capital LLC’s fees compare
- Its hourly rate of $400 is above the New Jersey median of $300. 79% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$25,000 spans the New Jersey median of $5,000. 86% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About PCB Capital LLC
“Capital offers wealth management services to individual and high net worth clients as well as small businesses.”
- Firm size: 5 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 358
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $184,775,085
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309784
- Phone
- (732) 634-3620
Can advise clients in 2 states: New Jersey, New York
Other planners in East Brunswick that publish fees
- Nisonoff & Quadrel Investment Management LLCEast Brunswick$1,500-$3,000, $250-$400/mo
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
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.