Circa Capital

Circa Capital at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 2 advisors are listed here; all hold the CFA.
• Its Form ADV reports 2 employees and 59 individual clients, 16 of them high net worth.
• Its average account is about $526,000 (assets it manages divided by its 159 accounts).

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Circa Capital fees

Circa Capital 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

Advisors at this firm (2)

• Stephen Davenport

  CFA

• Travis Raish

  CFA