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Firm

Kera Capital

San Jose, California

Fee-only

Facts

Based inSan Jose, California
Websitekeracapital.com
Phone(408) 668-2201

Kera Capital fees

Kera 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

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$1.4 billion
Individual clients28
Financial planningOffered
Form ADV filedSeptember 24, 2026
SEC recordCRD 312875

Advisors at this firm (12)