Sobora Capital fees and pricing

Published fees

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

Hourly rate

$150⁠-⁠$300/hr

“$150 to $300 Per Hour - General Financial Planning. $150 to $300 Per Hour - One-Time Consulting for Business. $150 to $300 Per Hour - One-Time Financial Consulting for individuals.”

Flat or project fee

$1,000⁠-⁠$25,000

“Flat fee ranges from $1,000 to $25,000, depending on the complexity of the task.”

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

How Sobora Capital bills

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

• “The first payment is due and payable upon execution of the Agreement and will be assessed pro-rata in the event the Agreement is executed other than the first day of the new calendar quarter.”
• “Should the client request SOBORA Capital to implement the plan, the client will sign a SOBORA Capital Investment Advisory Agreement, and our fees will be billed subject to the asset management fees schedule provided.”
• “If termination occurs prior to the end of a calendar quarter, the client will be invoiced for fees due on a pro-rata basis.”

How Sobora Capital’s fees compare

• Its hourly rate of $150-$300 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Pleasanton that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$25,000 spans the California median of $5,000. 87% of the 796 other California planners that publish a flat or project fee charge less.
• 8 of the 8 other planners in Pleasanton that publish a flat or project fee charge less.

About Sobora Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288237

Website

soboracapital.com (opens in new tab)

Phone

(510) 759-3637

Other planners in Pleasanton that publish fees

• Abundance AdvisersPleasanton$500/hr, $500
• Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
• Carr Wealth Management LLCPleasanton$150/hr
• Golkonda Investment AdvisorsPleasanton$500⁠-⁠$10,000
• Grant Private Wealth ManagementPleasanton$250/hr, $1,500⁠-⁠$15,000
• Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000

Compare all 14 planners in Pleasanton