Wynn Capital Management, 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

$100⁠-⁠$300/hr

“Planning fees are negotiable but generally range from $100 to $300 per hour depending on the complexity of the service and the professional or consulting service required.”

Annual fee

$10,000/yr

“Financial planning is generally included for clients that engage WCM for investment management and whose annual fee exceeds $10,000.”

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

How Wynn Capital Management, LLC bills

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

• “Generally one‐half of the planning fee is due upon completion of the agreement.”
• “The balance is generally due upon delivery of the financial plan or agreed upon services.”
• “Alternatively, clients may elect to have WCM send an invoice for payment.”

How Wynn Capital Management, LLC’s fees compare

• Its hourly rate of $100-$300 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Santa Cruz that publish an hourly rate charge less.
• Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
• None of the 2 other planners in Santa Cruz that publish an annual fee charge less.

About Wynn Capital Management, LLC

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

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

1.4% a year

Clients

89

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$102,011,468

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

119355

Website

youtube.com/channel/uca_ymixd7zpevftat2_nzna (opens in new tab)

Phone

(831) 600-7326

Other planners in Santa Cruz that publish fees

• Fullguards FinancialSanta Cruz$250/hr
• Natural Bridges Financial AdvisorsSanta Cruz$12,000⁠-⁠$50,000/yr
• WealthdevsSanta Cruz$250/hr, $499⁠-⁠$10,000
• Wildflower Financial LLCSanta Cruz$400/hr, $600⁠-⁠$2,500/mo

Compare all 5 planners in Santa Cruz