San Gabriel Capital fees and pricing
Financial planner in Cedar Park, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, San Gabriel Capital charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Under certain circumstances, SGC may charge a negotiable rate of $350.00 per hour for portfolio management services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How San Gabriel Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for consulting services will be billed at an hourly rate of $350 per hour.”
- “All fees, including the application of the minimum annual fee for portfolio management services, may be negotiable.”
- “Hourly charges will be invoiced directly to clients for amounts owing.”
How San Gabriel Capital’s fees compare
- Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
- 6 of the 6 other planners in Cedar Park that publish an hourly rate charge less.
About San Gabriel Capital
“Retirement Plan Consulting While the primary clients for these services will be participant-directed pension, profit sharing and 401(k) plans, SGC will also offer these services, where appropriate, to individuals and trusts, estates, charitable organizations or other types of retirement plans. 1.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- No minimum stated in brochure
- Clients
- 56
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and newsletters and publications
- Assets managed
- $22,556,606
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170486
- Phone
- (512) 520-2826
Other planners in Cedar Park that publish fees
- Boyce & Associates Wealth Consulting, Inc.Cedar Park$250-$3,500/mo
- III Financial, LLCCedar Park$6,000/yr
- Ironoak WealthCedar Park$150/hr, $12,500
- Ismail, MustafaCedar Park$250/hr
- Lakeline FinancialCedar Park$275/hr, $1,000-$25,000/yr
- Larson Financial AdvisorsCedar Park$5,000
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.