Philipp Capital Advisors fees and pricing

Financial planner in Shaker Heights, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 3, 2026, Philipp Capital Advisors charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Our advisory fee is prorated for any Project-Based Financial Planning Should clients desire using an hourly fee arrangement for Project-Based Financial Planning, our hourly rate is $400.”

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

“The fee is based on a percentage of assets under management and is negotiable.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
“Upon completion of the ﬁnancial plan, we charge a recurring ﬁxed fee for Comprehensive Financial Planning.”

Its hourly rate of $400 is above the Ohio median of $250. 84% of the 219 other Ohio planners that publish an hourly rate charge less.

Principal: Adam Philipp
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

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: 7
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $14,340,587
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 332817
Website: philippca.com (opens in new tab)
Phone: (216) 202-5491

Is something on this page wrong or out of date?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.