Putman Capital Management, Inc. fees and pricing
Financial planner in Torrance, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 5, 2026, Putman Capital Management, Inc. charges $125-$475 an hour and an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$475/hr
“Fees for limited planning engagements range from $125 to $475 per hour.”
- Annual fee
- $7,500/yr
“Our minimum plan fee for our retainer services is $7,500.00 per year and will be billed monthly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Putman Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable and are not based on a share of capital gains or capital appreciation of the funds or any portion of the funds in your account.”
- “New clients establishing a managed account will pay a prorated portion of the advisory fee based on the number of days the account was under PCM's management.”
- “If the account is established or closed during the quarter, you will pay a prorated portion of the advisory fee based on the number of days the account was under PCM's management.”
How Putman Capital Management, Inc.’s fees compare
- Its hourly rate of $125-$475 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 9 other planners in Torrance that publish an hourly rate charge less.
- Its annual fee of $7,500 is above the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.
- 1 of the 2 other planners in Torrance that publish an annual fee charge less.
About Putman Capital Management, Inc.
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
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
- 20
- Employees
- 2
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $15,885,804
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135995
- Phone
- (310) 792-9999
Other planners in Torrance that publish fees
- Advanced Portfolio StrategiesTorrance$100-$500/hr, $1,000-$50,000
- Aihara Wealth Management LLCTorrance$250/hr, $3,500-$15,000
- Alessandra Capital Management, LLCTorrance$300/hr, $2,500-$5,000
- Dorsey Wealth Management, LLCTorrance$350/hr
- Empath WealthTorrance$500/hr
- Highland MB Wealth LLCTorrance$125-$500/hr
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.