Kabat Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Services are offered based on a flat between $500 and $10,000 based on the complexity of the plan and the Client’s needs.”

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

How Kabat Advisory Group, LLC bills

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

• “Clients placed with third party money managers - 1Kabat Advisory Group LLC will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the Client prior to signing an agreement.”
• “Client will pay half of the estimated fee at the signing of the agreement with the balance due upon delivery of the completed plan.”
• “Client may cancel at any time prior to the delivery of the plan for a pro-rata refund.”

How Kabat Advisory Group, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 6 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Florida median of $4,900. 58% of the 320 other Florida planners that publish a flat or project fee charge less.
• 8 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.

About Kabat Advisory Group, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

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

3% a year

Employees

3

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171966

Phone

(800) 322-3513

Can advise clients in 2 states: Florida, Wisconsin

Other planners in Jacksonville that publish fees

• Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500⁠-⁠$4,000
• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• Contemporary Financial PlanningJacksonville$1,000⁠-⁠$25,000, $1,250⁠-⁠$6,000/qtr
• CovingtonalsinaJacksonville$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr

Compare all 36 planners in Jacksonville