S2 Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,000

“Clients enrolled in the Foundation tier who require a stand-alone financial plan may engage the Firm separately for a fixed fee ranging from $500 to $2,000, depending on the scope and complexity of the engagement.”

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

How S2 Capital Management bills

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

• “The annual fee is prorated and charged quarterly, in arrears, based upon the average daily market value of assets under management for each calendar day of the preceding quarter, including accrued interest and dividends.”
• “Upon termination, the fee for the final billing period is prorated through the effective date of termination based on the average daily value of assets under management during that period, and any outstanding balance is charged accordingly.”
• “No prepaid fees are held, as the Firm bills in arrears.”

How S2 Capital Management’s fees compare

• Its flat or project fee of $500-$2,000 is below the Florida median of $4,900. 11% of the 320 other Florida planners that publish a flat or project fee charge less.

About S2 Capital Management

• Firm size: 3 employees.
• Registered as an adviser: 2026.

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

0.7% a year

Employees

3

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341871

Phone

(314) 810-6606

Other planners in Highland Beach that publish fees

• Grow Planning, LLCHighland Beach$150⁠-⁠$400/hr, $500⁠-⁠$4,900
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600

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