Shorebreak Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Starts at $300 a month for ongoing financial planning Starts at $3,000 one-time flat fee for a comprehensive financial plan $250/hr - hourly rate for financial planning services for smaller projects Legacy Fee Arrangements Certain clients who engaged the Adviser prior to 01/2026 are charged a legacy flat advisory…”

Flat or project fee

$3,000

From the same sentence as above.

Monthly fee

$300⁠-⁠$750/mo

From the same sentence as above.

Annual fee

$9,000/yr

From the same sentence as above.

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

How Shorebreak Capital, LLC bills

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

• “If a retainer account is depleted or non-existent, an invoice will be sent to the client’s address to pay applicable fees until the non-traded or directly-issued security liquidates.”
• “Quarterly advisory fees are paid in advance and are non-refundable.”
• “Clients can let the advisor know in advance prior to the next quarter's start date to avoid additional billing.”

How Shorebreak Capital, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 12 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
• 13 of the 48 other planners in Austin that publish a flat or project fee charge less.
• Its annual fee of $9,000 is above the Texas median of $6,000. 70% of the 106 other Texas planners that publish an annual fee charge less.
• 15 of the 22 other planners in Austin that publish an annual fee charge less.

About Shorebreak Capital, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2016 (10 years).

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

1.85% a year

Clients

186

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$21,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283921

Website

shorebreakcapital.com (opens in new tab)

Phone

(512) 203-1905

Can advise clients in 2 states: Tennessee, Texas

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