Wealthview Capital, LLC fees and pricing
Financial planner in Jackson, Mississippi. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 9, 2026, Wealthview Capital, LLC charges $150-$500 an hour and a flat or project fee of $1,500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$500/hr
“In these instances, depending on the complexity of the engagement and the staff involved, the firm charges either a negotiated fixed fee or an hourly rate ranging from $150 - $500/hour.”
- Flat or project fee
- $1,500-$25,000
“For clients interested in Financial Planning only and not asset-management, Wealthview will charge a fixed fee typically ranging from $1,500 - $25,000, depending on the complexity and length of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthview Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Wealthview bills its AUM fees quarterly in arrears in the month following the end of a calendar quarter.”
- “The Firm’s fees are based on the average daily balance in a client’s account for the applicable period (except for employer-sponsored retirement plans, which are billed based on the market value of the plan on the last business day of the period).”
- “In those instances, the Advisor bills the client directly and requires either credit card payment or direct debit from another account.”
How Wealthview Capital, LLC’s fees compare
- Its hourly rate of $150-$500 spans the Mississippi median of $300. 70% of the 10 other Mississippi planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$25,000 spans the Mississippi median of $3,000. 100% of the 13 other Mississippi planners that publish a flat or project fee charge less.
About Wealthview Capital, LLC
“Wealthview provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors throughout the United States.”
- Firm size: 9 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- College planning
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
- Clients
- 191
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $319,473,403
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149476
- Phone
- (601) 981-4040
Can advise clients in 7 states: Alabama, Colorado, Louisiana, Mississippi, Ohio, Tennessee, Texas
Other planners in Jackson that publish fees
- Resolute Wealth Strategies, LLCJackson$1,000-$15,000
- Barnes Pettey Financial Advisors, LLCClarksdale$750-$3,000
- Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
- Brick Street FinancialClinton$500/hr, $1,500-$2,500
- Caldric CapitalSeminary$200/hr
- Collaborative AdviceMadison$300/hr, $2,000-$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.