World Capital Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Typically, hourly fees are $250 per hour, and basic ongoing advisory services range from $500-$1500/month.”

Monthly fee

$500⁠-⁠$1,500/mo

From the same sentence as above.

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

How World Capital Advisors, LLC bills

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

• “While the third-party fees are not negotiable, the Firm’s advisory fee on such accounts may be negotiable for clients with multiple accounts.”
• “Such fees are invoiced to clients at the end of each month and due within 30 days of invoice.”

How World Capital Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 9 of the 42 other planners in Denver that publish an hourly rate charge less.

About World Capital Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

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

1.5% a year

Clients

39

Employees

1

Works with

Individuals, high net worth individuals, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$71,986,050

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

135941

Phone

(804) 267-7418

Can advise clients in 2 states: Pennsylvania, Virginia

Other planners in Denver that publish fees

• 46 North FinancialDenverUp to $10,000
• Alpha Capital Management Group LLCDenver$500⁠-⁠$100,000, $500⁠-⁠$100,000/yr
• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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