Providence Capital fees and pricing
Financial planner in Rogers, Arkansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 17, 2026, Providence Capital charges up to $500 an hour and a flat or project fee of $1,000-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- Up to $500/hr
“The negotiated hourly fee for these services is between $0 and $500.”
- Flat or project fee
- $1,000-$12,000
“The negotiated fixed rate for creating client financial plans is between $1,000 and $12,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Providence Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client's advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of ProvidenceFP's fees within five business days of signing the Investment Advisory Contract.”
- “Fee adjustments for intra-billing period deposits and withdrawals will not be considered unless the cash flows are equal to or greater than $10,000, in which case a prorated fee (deposit) or refund (withdrawal) will be made.”
How Providence Capital’s fees compare
- Its hourly rate of up to $500 spans the Arkansas median of $225. 53% of the 34 other Arkansas planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Rogers that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$12,000 spans the Arkansas median of $3,600. 83% of the 23 other Arkansas planners that publish a flat or project fee charge less.
About Providence Capital
- Firm size: 5 employees.
- Registered as an adviser: 2024 (2 years).
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
- 1.5% a year
- Clients
- 90
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $40,982,664
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328732
- Phone
- (479) 295-7117
Can advise clients in 4 states: Arkansas, Colorado, Louisiana, Texas
Other planners in Rogers that publish fees
- Crystal Oak Wealth Management, LLCRogers$100/hr, $4,000
- Five8 Financial LLCRogers$1,200-$6,250/yr
- Krueger Asset Management, LLCRogers$250/hr
- WillowRogers$5,000-$40,000/yr
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.