Tines Capital, LLC fees and pricing
Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Tines Capital, LLC charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Clients may engage the firm for additional meetings at a rate of $100 per hour. 9 Financial Planning Fee Financial Planning engagements are offered at a rate of $300 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tines Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Proration and Termination Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are calculated daily, no refund will be needed upon termination of the account.”
How Tines Capital, LLC’s fees compare
- Its hourly rate of $100 is below the Oklahoma median of $250. None of the 41 other Oklahoma planners that publish an hourly rate charge less.
- None of the 19 other planners in Tulsa that publish an hourly rate charge less.
About Tines Capital, LLC
“For clients who meet and maintain the $30,000 minimum account size, Tines Capital provides complimentary access to RightCapital financial planning software and ongoing financial planning advisory meetings as part of their investment management service.”
- Principal: Charles A. Tines
- Firm size: 3 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Equity compensation
- Cash flow and budgeting
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
- 2% a year
- Clients
- 30
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $5,013,403
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309650
- Phone
- (918) 212-6154
Other planners in Tulsa that publish fees
- 10Elms LLPTulsa$175/hr, $1,000-$3,000
- Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
- Cadent Capital Advisors, LLCTulsa$250-$350/hr
- Chartmark Investments, Inc.Tulsa$150/hr
- Collective Wealth, LLCTulsa$250/hr
- Cone Wealth ManagementTulsa$250/hr, $500-$1,500
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.