Kairos Asset Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 10, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“The range of hourly fees is between $100.00 to 150.00 an hour dependent upon length of engagement and complexity.”

Annual fee

$1,000/yr

“The minimum annual fee is $1,000.00; but all fees are subject to negotiation. 2 Kairos Asset Advisory, LLC Form ADV Part 2 Financial Planning Services Financial planning fees and investment advisory fees for investment advice are customarily offered as a service of engaged investment advisory clients.”

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

How Kairos Asset Advisory, LLC bills

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

• “Generally fees for account management services are withdrawn directly from the account being managed by KAA on a quarterly basis in arrears.”
• “In this situation the client provides KAA with a written statement permitting the fees to be paid directly from the account or to be billed directly.”
• “When funds are withdrawn KAA sends the client an invoice that shows the amount of the fee, the value of the client’s assets on which the fee was assessed and the manner in which the fee was calculated.”

How Kairos Asset Advisory, LLC’s fees compare

• Its hourly rate of $100 is below the Alabama median of $250. None of the 41 other Alabama planners that publish an hourly rate charge less.
• Its annual fee of $1,000 is below the Alabama median of $4,000. None of the 16 other Alabama planners that publish an annual fee charge less.
• None of the 2 other planners in Mobile that publish an annual fee charge less.

About Kairos Asset Advisory, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 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

1.5% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

23

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$18,608,057

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153218

Phone

(404) 840-7595

Can advise clients in 2 states: Alabama, Louisiana

Other planners in Mobile that publish fees

• Leavell Investment Management, Inc.Mobile$5,000/yr
• Wilkins Miller Wealth Management, LLCMobile$500⁠-⁠$25,000
• Williams Financial GroupMobile$150⁠-⁠$350/hr, $1,500⁠-⁠$50,000
• 6TH Street Advisors, LLCDaphne$150/hr, $1,000⁠-⁠$5,000
• Aja Financial LLCOpelika$500⁠-⁠$1,500
• Allysian Wealth PlanningCullman$300/hr, $2,700⁠-⁠$36,000

Compare all 6 planners in Mobile