Velmark Capital Management LLC fees
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 7, 2026, Velmark Capital Management LLC (San Francisco, CA) charges $350 an hour and an annual fee of $3,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the San Francisco median of $300; 59% of the 27 other planners in San Francisco that publish an hourly rate charge less. Above the California median of $300; 62% of the 524 other planners in California charge less.
“We provide financial advice and markets advice in other circumstances, including to clients that we provide no investment management services for, for a fee of $350 per hour.”
- Annual fee
- $3,500/yr
Below the California median of $8,483; 14% of the 103 other planners in California that publish an annual fee charge less. 2 of the 3 other planners in San Francisco charge less.
“Customized solutions are generally subject to a minimum fee of $3,500 and payment of an upfront retainer of $3,500, which is generally non-refundable.”
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
- 2025
How Velmark Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event that a client terminates an advisory engagement prior to remuneration, then Velmark will not commence work and no fee will be earned, though in this scenario no refund would be necessary.”
- “Additionally, any fees accrued under a prior fee arrangement will be payable upon the effective date of implementation of a new fee arrangement.”
- “Any accrued but unpaid fees due to Velmark by a client are payable to Velmark upon termination of management of individual bespoke accounts or upon termination of the overall advisory relationship with Velmark.”
About Velmark Capital Management LLC
“Velmark is a boutique investment management firm that provides a) customized, active investment management and b) customized financial advice and market advice to individuals, families, institutions, and other clients.”
- Founded: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, a percentage of assets under management, and performance based fees
- Clients
- 12
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $27.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 7, 2026
- CRD number
- 311441 (opens in new tab)
- Phone
- (415) 986-9415
Registered in 2 states: California, New York
Other planners in San Francisco that publish fees
- Wealth Script AdvisorsSan FranciscoAnnual up to $15,000/yr
- Envision Financial PlanningSan FranciscoHourly $200/hr, Flat $2,500-$10,000
- Pixel Financial PlanningSan FranciscoHourly $300/hr, Flat up to $5,000
- Catton Capital Partners, LLCSan FranciscoHourly $150-$250/hr
- Mission Creek Capital Partners, Inc.San FranciscoHourly $250-$350/hr
- Leppla Capital Management LLCSan FranciscoHourly $250-$450/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.