Firm
Peltoma Capital Partners
Austin, Texas
Fee-only
Peltoma Capital Partners at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 79 individual clients, 54 of them high net worth.
- Its average account is about $2.7 million (assets it manages divided by its 79 accounts).
- Its ongoing planning fee starts at $8,000 a year, above the Texas median of $3,000.
- Its hourly rate of $500 is above the Texas median of $250.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | peltomacapital.com |
| [email protected] | |
| Phone | (937) 416-5966 |
Peltoma Capital Partners 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.
| Ongoing planning | From $8,000 a year |
|---|---|
| Hourly | $500 an hour |
| Account minimum | None |
| How it charges | Flat fee · Percentage of assets · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"our firm offers flat annual planning fee of $8,000, $12,000, or $18,000" source
"Starting at $500/hour, negotiable." source
"We do not have an asset minimum." source
"our firm offers flat annual planning fee of $8,000, $12,000, or $18,000" 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 | $211 million |
| Individual clients | 25 |
| High-net-worth clients | 54 |
| Accounts managed | 79 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132242) |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 325138 |