Firm
McIntosh Capital Advisors, Inc.
Los Angeles, California
Fee-only
McIntosh Capital Advisors, Inc. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 78 individual clients, 27 of them high net worth.
- Its average account is about $272,000 (assets it manages divided by its 208 accounts).
- Its hourly rate of $250 is below the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | mcintoshcapital.com |
| [email protected] | |
| Phone | (310) 470-4056 |
McIntosh Capital Advisors, Inc. 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 $1,000 |
|---|---|
| Hourly | $250 an hour |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Average plan fees are usually from $1,000 – $3,000 but will vary by circumstance and the complexity of your situation." source
"Our hourly rate is $250 per hour." source
"If portfolio management is desired, fees are based upon the size of the portfolio under management." source
"Comprehensive planning services are provided for a flat fee, based upon the complexity of your financial affairs." 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 | $57 million |
| Individual clients | 51 |
| High-net-worth clients | 27 |
| Accounts managed | 208 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 131188 |