Towneley Capital Management, Inc. fees
Financial planner in Laguna Hills, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Towneley Capital Management, Inc. (Laguna Hills, CA) charges $250-$500 an hour, a flat or project fee from $2,500, and a quarterly fee of $1,250 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change.
- Hourly rate
- $250-
$500/hr Runs from below the California median of $300 to above it.
“The hourly charge for these services will range from $250 to $500 depending upon the level and scope of the services required and the professionals rendering the services.”
- Flat or project fee
- From $2,500
Starts at $2,500; the California median is $5,000.
“Towneley's fees for this program are negotiable but generally begin at $2,500 on a flat-fee basis depending upon the level and scope of the services provided, payable upon completion of the agreed services.”
- Quarterly fee
- $1,250/qtr
“For ongoing financial planning and consulting arrangements, we charge a flat fee of $1,250 per quarter, payable in arrears.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 12 employees
- Registered since
- 2013 (13 years)
How Towneley Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are billed quarterly and paid in advance by direct debit from your account which you agree to in writing.”
- “Our advisory fee is negotiable at our discretion.”
- “Our advisory fee is negotiable at our discretion, depending on the nature and size of the trust, the needs of the trustees and beneficiaries, and other unique circumstances.”
About Towneley Capital Management, Inc.
“Approximately 10% of our business is furnishing investment advice through consultation and providing financial planning and consulting services.”
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 154
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $1.1 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 20, 2026
- CRD number
- 169863 (opens in new tab)
- Phone
- (949) 837-3580
Registered or notice filed in 12 states: California, Delaware, Florida, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, Oregon, Tennessee, Texas
Other planners in Laguna Hills that publish fees
- Vere ChappellLaguna HillsHourly $200/hr
More planners in California that publish fees
- Outlive Financial Planning LLCSan DiegoHourly $250/hr, Flat up to $25,000
- Savi FinanceSan FranciscoHourly $375/hr, Monthly $250-$1,000/mo
- Miltonian Capital Management, LLCLos OlivosHourly $100/hr
- 401 FinancialSan DiegoHourly $250/hr, Flat $500
- Decision Investments, Inc.San DiegoHourly $200/hr, Flat $1,500
- Antonio Andrade, CFPUkiahHourly $325/hr, Annual from $1,500/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.