Firm
J. Dyhr Capital
Paso Robles, California
Fee-only
J. Dyhr Capital 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 48 individual clients.
- Its average account is about $420,000 (assets it manages divided by its 50 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Paso Robles, California |
|---|---|
| Website | kirkgardinvestments.com |
| Phone | (805) 570-1590 |
J. Dyhr Capital fees
J. Dyhr Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $21 million |
| Individual clients | 48 |
| Accounts managed | 50 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 26, 2026 |
| SEC record | CRD 135728 |