Ten Seven Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275⁠-⁠$500/hr

“5 The negotiated hourly fee for these services is between $275 and $500, based on the complexity of the client’s financial situation and the level of effort required to provide adequate service.”

Annual fee

$50,000/yr

“The negotiated fixed fee for these services is between $50,000 and $1,000,000 per year, depending on the client’s net worth, the scope of services, and the complexity of the family office needs.”

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

How Ten Seven Capital bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of TSC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of TSC’s fees, within five business days of signing the Financial Planning Agreement.”

How Ten Seven Capital’s fees compare

• Its hourly rate of $275-$500 spans the Florida median of $288. 77% of the 372 other Florida planners that publish an hourly rate charge less.
• 7 of the 10 other planners in Naples that publish an hourly rate charge less.
• Its annual fee of $50,000 is above the Florida median of $4,800. 97% of the 97 other Florida planners that publish an annual fee charge less.

About Ten Seven Capital

• Firm size: 6 employees.
• Founded: 2024 (2 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

2% a year

Employees

6

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338193

Website

ten7capital.co (opens in new tab)

Phone

(860) 866-8634

Can advise clients in 3 states: Florida, Maine, Texas

Other planners in Naples that publish fees

• Aventus Investment Advisors, Inc.Naples$300/hr, $1,000⁠-⁠$20,000
• Covato Capital Management, LLCNaples$50⁠-⁠$200/hr, $500⁠-⁠$2,000
• Evertern Wealth, LLCNaples$1,200/hr, $1,500⁠-⁠$10,000
• Gap Financial Counseling Corp.Naples$240⁠-⁠$480/hr
• Local Wealth AdvisorsNaples$1,600⁠-⁠$10,000
• Lodestar Advisory Group, LLCNaples$400/hr, $800⁠-⁠$5,000

Compare all 31 planners in Naples