Firm
Phan Capital Management
San Antonio, Texas
Fee-only
Facts
| Based in | San Antonio, Texas |
|---|---|
| Website | phancapital.com |
| [email protected] | |
| Phone | (210) 549-6655 |
Phan Capital Management 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.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"$200/month/individual" source
"$500 initial planning fee" source
"Starting at 1% AUM with breakpoints at $0.5MM & $1MM" source
"does not require a minimum dollar amount to open and maintain investment accounts" 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 · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 12 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 301304 |