Neya Capital
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About
Neya Capital provides financial planning and ongoing portfolio management to individual investors and select institutional clients, including retirement plan sponsors and small charitable organizations. The firm’s services cover broad-based and modular financial planning topics—cash flow, retirement and estate planning, tax-aware strategies, and investment implementation—along with pension consulting and rollover analysis for retirement accounts.
The firm’s investment approach emphasizes passive, diversified portfolios built with low‑cost index mutual funds and ETFs, dollar‑cost averaging, and periodic rebalancing to manage risk and tax efficiency. Portfolios are typically managed on a discretionary basis where authorized, and planning engagements are followed by periodic reviews and client education.
What distinguishes the firm is its affiliation with an accounting practice: the principal is a licensed CPA who offers accounting and tax preparation services under a separate arrangement, so clients may have overlapping advisory and tax relationships that are disclosed and managed. The firm also offers complimentary educational workshops and explicit retirement-plan (pension) consulting—services that are less common among similarly sized independent advisers.
Client services
Expertise
Fee options
Project-based financial planning fee ranging from $5,000 to $10,000; Retainer fee $500 per quarter
0.85% annually
$350 per hour
Retainer fee of $500 per quarter
Account minimum: $100,000 Fee-only: Financial Planning: $5,000 to $10,000 fixed fee; Hourly Planning: $350/hour; Retainer: $500 per quarter
Main office
1058 W. Ave. M 14, Suite B
Palmdale CA 93551
Advisors at this office
1
Most active in
California
Also doing business as
Neya Capital · Neya Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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