Tabr Capital Management, LLC fees and pricing

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.

Flat or project fee

$3,000⁠-⁠$4,500

“These fees are negotiable, but generally range from $3,000 to $4,500 on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

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

How Tabr Capital Management, LLC bills

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

• “Generally, TABR requires one-half of the financial planning or consulting fee payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “For certain 529 plans, the firm may bill their fee annually in arrears based on the market value of the assets on the last day of the prior year.”

How Tabr Capital Management, LLC’s fees compare

• Its flat or project fee of $3,000-$4,500 is below the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Orange that publish a flat or project fee charge less.

About Tabr Capital Management, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning

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

1.25% a year

Clients

223

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$241,230,314

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

129959

Website

stevemedland.com (opens in new tab)

Phone

(714) 704-9180

Can advise clients in 5 states: Arizona, California, Louisiana, Nevada, Texas

Other planners in Orange that publish fees

• Crossroads PlanningOrange$5,000, $3,600/yr
• Keep It Simple Financial PlanningOrange$250⁠-⁠$500/hr, $9,000⁠-⁠$25,000/yr
• Opus Private Wealth Group, LLCOrange$300/hr
• Pacific Investment ResearchOrange$250/hr, $200⁠-⁠$300
• Thomas Investment Advisors LLCOrange$250⁠-⁠$500/hr

Compare all 8 planners in Orange