A complete list of active advisors currently associated with Capital Adulting LLC

Warmer can help you find a great advisor at Capital Adulting LLC or one who fits your needs even better.

Capital Adulting LLC is a state-registered advisory firm that primarily offers financial planning services to individuals, high-net-worth individuals, and corporate clients. Although the firm is listed in an investment-manager category, its brochure states it does not provide investment management, reports no assets under management, and does not accept custody of client funds. The firm delivers comprehensive, project-based financial plans and also offers ongoing hourly and subscription planning, providing written or electronic reports and coordinating implementation with clients and other professionals. For portfolio analysis and risk assessment it references Modern Portfolio Theory and a generally passive allocation framework while also employing fundamental, technical, cyclical and charting analysis to evaluate holdings and alignment with client goals. Notable departures from typical investment-manager practices include the absence of percentage-of-AUM billing and the use of hourly and subscription fee arrangements with separate invoicing, plus the option to require an initial retainer for project work. The firm is newly formed (2025), operates with a single principal who maintains outside employment and public content creation activities, and discloses it is fee-only and does not accept third‑party compensation.

To learn more about the advisors currently working at Capital Adulting LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Grant Gardner	Santa Barbara, CA	1

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