Trout Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$3,000

“Financial planning fees typically range from $500 to $3,000 per engagement or per year depending on the structure and scope of services.”

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

How Trout Capital Management, LLC bills

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

• “Although planning fees are not billed hourly, the Firm uses an internal pricing process to set a reasonable fee in advance, and the specific fee, billing frequency, and any refund terms are set forth in the client’s written agreement.”
• “Where applicable, we may also provide an invoice or fee notice describing the advisory fee and calculation.”
• “Financial planning fees are paid by check or electronic payment pursuant to invoice.”

How Trout Capital Management, LLC’s fees compare

• Its flat or project fee of $500-$3,000 is below the Florida median of $4,900. 20% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 7 other planners in Jupiter that publish a flat or project fee charge less.

About Trout Capital Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343185

Phone

(561) 209-0644

Other planners in Jupiter that publish fees

• Bluewater Asset ManagementJupiter$5,000
• Boca Retirement Strategies Inc.Jupiter$250⁠-⁠$350/hr
• Cayside PartnersJupiter$500⁠-⁠$1,250/hr, $5,000⁠-⁠$25,000
• Foresight Financial AdvisoryJupiter$1,000⁠-⁠$5,000
• Fortuna Investors LLCJupiter$400/hr, $5,000
• Giessel Wealth AdvisorsJupiter$2,000⁠-⁠$8,000, $18,000/yr

Compare all 13 planners in Jupiter