Tone Capital, LLC fees and pricing
Financial planner in Richmond, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Tone Capital, LLC charges $100-$250 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$250/hr
“Hourly fees range from $100 per hour to $250 per hour, and flat fee engagements will range from $500 to $5,000, depending on the complexity of the financial planning services.”
- Flat or project fee
- $500-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tone Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of Tone Capital's fees within five business days of signing the Investment Advisory Contract.”
- “These fees are generally negotiable, and the final fee schedule is included in the Financial Planning Services Agreement.”
How Tone Capital, LLC’s fees compare
- Its hourly rate of $100-$250 is below the Virginia median of $260. 12% of the 203 other Virginia planners that publish an hourly rate charge less.
- 1 of the 15 other planners in Richmond that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Virginia median of $4,250. 29% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 3 of the 15 other planners in Richmond that publish a flat or project fee charge less.
About Tone Capital, LLC
“Portfolio Management Services Wealth Management & Financial Planning Tone Capital offers discretionary and non-discretionary bespoke ongoing portfolio management services (“wealth management”) based on the individual goals, objectives, time horizon, and risk tolerance of each client.”
- Firm size: 4 employees.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- College 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
- Clients
- 164
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $118,265,800
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285622
- Phone
- (804) 447-1404
Other planners in Richmond that publish fees
- Alexis AdvisorsRichmond$150-$350/hr
- Ark Financial Strategies LLCRichmond$2,000-$10,000
- Beale Healy Investment Advisors IncRichmond$100-$225/hr
- Bonwell Capital Management, LLCRichmond$250/hr, $250-$50,000
- Covenant Wealth AdvisorsRichmond$300/hr, $2,000-$30,000
- EvoadvisorsRichmond$10,000/yr
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.