K&h Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $2,500 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How K&h Wealth Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of KHWP's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of KHWP's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of KHWP’s fees, within five business days of signing the Financial Planning Agreement.”

How K&h Wealth Partners’ fees compare

• Its flat or project fee of $2,500-$10,000 spans the Illinois median of $4,500. 68% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Northbrook that publish a flat or project fee charge less.

About K&h Wealth Partners

• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.3% a year

Clients

71

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$66,641,012

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329828

Phone

(224) 235-4307

Can advise clients in 2 states: Illinois, Missouri

Other planners in Northbrook that publish fees

• Arthur M. Cohen & Associates LLCNorthbrook$200⁠-⁠$400/hr
• Dogwood Investment AdvisorsNorthbrook$250/hr
• Hokin Investment Advisors Inc.Northbrook$450/qtr
• Kollar Wealth Advisors, LLCNorthbrook$200/hr, $500
• Mendel Money Management IncNorthbrook$250⁠-⁠$500/hr, $1,500⁠-⁠$3,000
• Oak Wealth Advisors LLCNorthbrook$5,000/yr

Compare all 15 planners in Northbrook