PlannerFees

Qmulate fees and pricing

Financial planner in Simi Valley, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 8, 2026, Qmulate charges a flat or project fee of $500⁠-⁠$5,000 and a monthly fee of $100⁠-⁠$300 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.

Flat or project fee
$500⁠-⁠$5,000
“Types of Fees and Payment Schedule Financial Planning Fee Project-based engagements are assessed fixed fees that range from $500 to $5,000.”
Monthly fee
$100⁠-⁠$300/mo
“We do not assess an initial project fee; instead we charge a monthly fee ranging from $100 to $300 per month based on the complexity and depth of services to be provided through the year.”

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

How Qmulate bills

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

  • “Fees are to be paid by check or draft from US-based financial institutions.”
  • “Any remaining fees are due at delivery of our invoice which coincides with the presentation of your plan.”
  • “An hourly engagement lasting more than one month may be billed at the end of each month for time incurred.”

How Qmulate’s fees compare

  • Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.

About Qmulate

“We provide educational workshops involving a broad range of financial planning and investing topics, and we are also available to assist retirement plan sponsors.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Equity compensation
  • 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
1.75% a year
Clients
31
Employees
1
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
$6,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
277124
Website
qmulatecapital.com (opens in new tab)
Phone
(805) 465-7370

Other planners in Simi Valley that publish fees

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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.