Firm
Royal Palms Capital
Whitefish, Montana
Fee-only
Royal Palms Capital at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 87 individual clients, 33 of them high net worth.
- Its average account is about $499,000 (assets it manages divided by its 249 accounts).
Facts
| Based in | Whitefish, Montana |
|---|---|
| Website | royalpalmscapital.com |
| Phone | (310) 265-5939 |
Royal Palms Capital fees
Royal Palms 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $124 million |
| Individual clients | 54 |
| High-net-worth clients | 33 |
| Accounts managed | 249 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-132117) |
| Financial planning | Offered |
| Form ADV filed | June 29, 2026 |
| SEC record | CRD 135304 |