K Wealth Advisors fees and pricing

Financial planner in Berwyn, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 20, 2026, K Wealth Advisors charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “In the event of early termination within the ﬁrst 30 days of the date the fee is paid, the upfront portion of the fee would be refunded to the client based on the number of hours the Advisor worked multiplied against an hourly rate of $500.00 minus the total $2,500.00 upfront charge.”

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

“The fee is based on a percentage of assets under management and is negotiable.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
“For held-away accounts (also referred to as outside or aggregated assets) where we provide ongoing advice, recommendations, and supervision, we assess an ongoing fee ranging between $125-$250 billed monthly in arrears.”

Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
2 of the 3 other planners in Berwyn that publish an hourly rate charge less.

Principal: Kurt Angstadt
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2020 (6 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 32
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $36,839,286
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 307978
Website: kwealthadvisors.com (opens in new tab)
Phone: (484) 321-3199

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