Regatta Capital Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$300/hr

“Hourly fees range from $50 to $300.”

Flat or project fee

$1,000⁠-⁠$15,000

“Fixed fees range from $1,000 to $15,000.”

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

How Regatta Capital Group, LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Regatta Capital Group, LLC’s fees compare

• Its hourly rate of $50-$300 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 5 other planners in El Segundo that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the California median of $5,000. 74% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in El Segundo that publish a flat or project fee charge less.

About Regatta Capital Group, LLC

• Firm size: 18 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Registered as an adviser: 2007 (19 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.4% a year

Clients

1,088

Employees

18

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and other services

Assets managed

$1,551,654,295

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145363

Website

linkedin.com/company/regatta-capital-group (opens in new tab)

Phone

(310) 725-9102

Can advise clients in 19 states: Arizona, California, Colorado, Connecticut, Florida, Hawaii, Louisiana, Massachusetts, Maryland, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Texas, Utah, Washington

Other planners in El Segundo that publish fees

• Casita Financial PlanningEl Segundo$300/hr, $500
• Goldberg Financial Advisors, LLCEl Segundo$500/hr, $5,000/yr
• Retirement PlannersEl Segundo$100/hr
• The Wealthgarden F.s. LLCEl Segundo$350/hr
• X and Y Advisors, Inc.El Segundo$250/hr, $500⁠-⁠$10,000

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