Wata Capital LLC fees and pricing
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 10, 2026, Wata Capital LLC charges a flat or project fee of $1,000-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$4,000
“Flat fees generally range from $1,000 to $4,000 but may be higher for more complex plans.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wata Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our performance-based profit allocations are deducted from each investor’s account at the end of each year or when an investor makes a withdrawal (prorated based on the amount withdrawn).”
- “Wata Capital generally bills our fees on a quarterly basis in arrears.”
- “All fees will be supported by an invoice to the client itemizing the fee.”
How Wata Capital LLC’s fees compare
- Its flat or project fee of $1,000-$4,000 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
- 7 of the 35 other planners in San Francisco that publish a flat or project fee charge less.
About Wata Capital LLC
“Wata Capital provides discretionary investment management and financial planning services to our clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 24
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $8,422,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298666
- Phone
- (415) 695-4075
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.