Seapoint Capital Management LLC fees and pricing
Financial planner in Rancho Cucamonga, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Seapoint Capital Management LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“AND CONSULTING Seapoint charges an hourly fee of $200 per hour based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Seapoint Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Seapoint Capital Management LLC’s fees compare
- Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
- None of the 3 other planners in Rancho Cucamonga that publish an hourly rate charge less.
About Seapoint Capital Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 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
- 3% a year
- Clients
- 2
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,238,088
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332674
- Phone
- (818) 482-5119
Other planners in Rancho Cucamonga that publish fees
- Baynes Financial LLCRancho Cucamonga$100-$500/hr, $100-$500/mo
- Pde Wealth Advisors, LLCRancho Cucamonga$200/hr, $100/mo
- PrivatusRancho Cucamonga$395/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
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.