Firm
Capital Advantage
Walnut Creek, California
Fee-only
Facts
| Based in | Walnut Creek, California |
|---|---|
| Website | capitaladvantage.com |
| [email protected] | |
| Phone | (925) 299-1500 |
Capital Advantage fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"We are happy to help you with your investment protfolio of $500,000 or more." source
"is calculated based on the balance of your assets under management, with a minimum quarterly fee" source
"Our transparent fee includes the management of your investment portfolio as well as ongoing financial and retirement planning." source
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 |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 309 |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 108985 |