Capital Adulting LLC provides financial planning services to help clients achieve their financial goals. This includes reviewing current and future needs, desired outcomes, anticipated life events, and contingency planning. The firm offers comprehensive financial plans, hourly planning, and subscription planning services. Capital Adulting does not offer investment management services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Capital Adulting offers a Subscription Planning service for clients seeking an ongoing relationship with recurring milestones/reviews. The fee ranges from $200-$800/month. This includes proactive information and updates based on their unique circumstances and recurring meetings and situation analysis.
- Comprehensive Financial Plan - $2,000-$10,000, depending on the scope of work and complexity of the client’s situation. This plan encompasses every financial aspect of your life circumstances and holistically charts a path of actionable next steps.
- Hourly Planning - $250-$650 an hour, with an estimated scope of work agreed upon prior to proceeding. We charge on a 1/10th hour basis, billed on a biweekly basis.
Annual Retainer:$2,400 - $9,600/year
One-Time Plan:$2,000 - $10,000
Hourly Rate:$250 - $650/hr
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