Vindex Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The hourly rate will not exceed $400 per hour.”

Quarterly fee

$11,250/qtr

“This fee would generally be billed quarterly in advance, resulting in a quarterly fee of $11,250.”

Annual fee

$1,000⁠-⁠$20,000/yr

“Generally, rates range from $1,000 – $20,000 per annum.”

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

How Vindex Capital Management, LLC bills

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

• “This means that different portions of a client’s assets are billed at the corresponding rate within each tier, rather than a single rate applied to total assets.”
• “Fees are billed quarterly in advance based on the value of client assets under management as of the last business day of the prior calendar quarter.”
• “Fees are prorated for accounts opened or terminated during a billing period.”

How Vindex Capital Management, LLC’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 20 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
• Its annual fee of $1,000-$20,000 spans the California median of $6,250. 71% of the 224 other California planners that publish an annual fee charge less.
• 2 of the 2 other planners in Carlsbad that publish an annual fee charge less.

About Vindex Capital Management, LLC

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

Firm details from Form ADV

How the firm is paid

Hourly fees, 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, portfolio management for individuals and small businesses, and newsletters and publications

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341633

Phone

(619) 272-6007

Other planners in Carlsbad that publish fees

• 77 Financial GroupCarlsbad$2,000⁠-⁠$10,000
• Advisors Wealth Management, IncCarlsbad$225/hr
• Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
• Axxcess Wealth Management, LLCCarlsbad$100⁠-⁠$500/hr
• Beacon Financial Management LLCCarlsbad$200/hr, $3,000
• Birchwood CapitalCarlsbad$350/hr

Compare all 34 planners in Carlsbad