Firm
Coffeehouse Capital LLC | Financial Planning and Wealth Management
Fresno, California
Fee-only
Coffeehouse Capital LLC | Financial Planning and Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients.
- Its average account is about $233,000 (assets it manages divided by its 46 accounts).
- Its hourly rate of $250 is below the California median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Fresno, California |
|---|---|
| Website | coffeehousecapital.com |
| [email protected] | |
| Phone | (559) 500-2277 |
Coffeehouse Capital LLC | Financial Planning and Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"Price Range ## $2,500-$6,500" source
"## $250/Hour" source
"$0 -$1,000,000 1.00%" source
"Requiring no asset management minimum and no commissions" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $11 million |
| Individual clients | 10 |
| Accounts managed | 46 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 317317 |