Firm
Qmulate Capital
Ojai, California
Fee-only
Qmulate Capital at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 1 employee and 31 individual clients, 2 of them high net worth.
- Its average account is about $194,000 (assets it manages divided by its 31 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the California median of $6,000.
- Its hourly rate of $200 is below the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Ojai, California |
|---|---|
| Website | qmulatecapital.com |
| Phone | (805) 465-7370 |
Qmulate Capital 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 $1,200 a year |
|---|---|
| One-time plan | From $500 |
| Hourly | $200 an hour |
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$ 100 -$ 300 /month" source
"#### $ 500 -$ 5,000 *" source
"$ 200 /hour" source
"$0-$999,999 1.25%" 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 | $6 million |
| Individual clients | 29 |
| High-net-worth clients | 2 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 8, 2026 |
| SEC record | CRD 277124 |
Advisors at this firm (2)
Other fee-only firms in California
- Quantum Financial Advisors, LLC · Pasadena
- Qubera Wealth Management · Pasadena
- R&R Financial · Brea
- R.I.T. Wealth Advisors · San Luis Obispo
- RADIANT Wealth Planning · Palo Alto
- RAI Wealth Management · Placentia
- Raise Financial Advisors · Oakland
- Rational Investment Management · Mill Valley