Vincimus Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“These investment consulting fees are negotiable, but generally range from $5,000 to $50,000 on a fixed fee basis and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.”

Flat or project fee

$5,000⁠-⁠$50,000

From the same sentence as above.

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

How Vincimus Capital, LLC bills

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

• “These fees are negotiable but generally include a set fee, not to exceed $20,000, for a written financial plan and financial planning and consultation services, payable at the initial consultation.”
• “Fees for Vincimus Capital’s investment advisory services are billed quarterly in advance and are deducted from the client’s account.”
• “Upon termination, the client is entitled to a pro rata refund of any pre-paid quarterly fee based upon the number of days remaining in the quarter after termination.”

How Vincimus Capital, LLC’s fees compare

• Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$50,000 is above the California median of $5,000. 95% of the 796 other California planners that publish a flat or project fee charge less.

About Vincimus Capital, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

46

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$183,679,557

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

321865

Website

vincimus.com (opens in new tab)

Phone

(904) 226-4946

Can advise clients in 3 states: California, Florida, Washington

Other planners in Malibu that publish fees

• Kanan AdvisorsMalibu$450/hr, $500⁠-⁠$25,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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