Treussard Capital Management fees
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Treussard Capital Management (Newport Beach, CA) charges $500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change.
- Hourly rate
- $500/hr
Above the Newport Beach median of $350; 12 of the 13 other planners in Newport Beach that publish an hourly rate charge less. Above the California median of $300; 88% of the 524 other planners in California charge less.
“The negotiated hourly fee for these services, when contracted as stand-alone services, is $500.”
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
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How Treussard Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of TCM's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of TCM’s fees, within five business days of signing the Financial Planning Agreement.”
- “Financial planning fees are paid via check.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 20
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $74.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 28, 2026
- CRD number
- 326105 (opens in new tab)
- Phone
- (949) 776-9696
Registered in 2 states: California, New York
Other planners in Newport Beach that publish fees
- Havaplan FinancialNewport BeachHourly $300-$400/hr
- Nollenberger McCullough Investment Advisors LLCNewport BeachHourly $400/hr, Flat $2,000-$5,000
- Prattes Wealth PartnersNewport BeachHourly $300/hr
- Windfall Advisors, LLCNewport BeachHourly $499/hr, Flat up to $4,750
- Commonwealth Family OfficeNewport BeachHourly up to $500/hr
- Sound Investment Management, LLCNewport BeachHourly $350/hr, Flat $3,000-$10,000
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.