Firm
Cowan Capital Advisors
Foster City, California
Fee-only
Cowan Capital Advisors 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 1 employee and 6 individual clients, 3 of them high net worth.
- Its average account is about $938,000 (assets it manages divided by its 16 accounts).
- Its hourly rate of $500 is above the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Foster City, California |
|---|---|
| Website | cowancapitaladvisors.com |
| Phone | (650) 242-8704 |
Cowan Capital Advisors 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.
| Hourly | $500 an hour |
|---|---|
| Asset-based fee | 1.125% a year on the first tier of assets |
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Financial plans are charged at $500/hour." source
"Assets Under Management between $2.0 million - $4.999 million the management fees are 1.125%" source
"The firm has a minimum account funding requirement of $2.0 million." source
"Assets Under Management between $2.0 million - $4.999 million the management fees are 1.125%" 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 |
|---|---|
| Assets managed | $15 million |
| Individual clients | 3 |
| High-net-worth clients | 3 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-127813) |
| Financial planning | Offered |
| Form ADV filed | April 15, 2026 |
| SEC record | CRD 325865 |