Process Design Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$2,000

“PDCM charges a negotiable fixed fee between $250 and $2,000 based on complexity and unique Client needs.”

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

How Process Design Capital Management LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial planning services are due in advance upon the signing of the Agreement.”

How Process Design Capital Management LLC’s fees compare

• Its flat or project fee of $250-$2,000 is below the Arizona median of $3,100. 12% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 3 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Process Design Capital Management LLC

• Firm size: 4 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.11% a year

Clients

79

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$78,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

170789

Website

processdesigncapital.com (opens in new tab)

Phone

(480) 386-0491

Can advise clients in 3 states: Arizona, California, Minnesota

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• Bledsoe Asset Management, LLCPhoenix$250/hr

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