Firm
Alethea Capital Management
Rancho Santa Fe, California
Fee-only
Alethea Capital Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 4 employees and 40 individual clients, 30 of them high net worth.
- Its average account is about $2.6 million (assets it manages divided by its 117 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Rancho Santa Fe, California |
|---|---|
| Website | aletheallc.com |
| [email protected] | |
| Phone | (858) 926-2058 |
Alethea Capital Management fees
Alethea Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Performance-based fees |
|---|---|
| Assets managed | $303 million |
| Individual clients | 10 |
| High-net-worth clients | 30 |
| Accounts managed | 117 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-72176) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 156500 |