Kairos RIA, LLC fees and pricing
Financial planner in Raleigh, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 15, 2026, Kairos RIA, LLC charges a flat or project fee of $1,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$15,000
“The negotiated fixed rate for creating client financial plans is between $1,500 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kairos RIA, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of KRL's fees within five business days of signing the Investment Advisory Contract.”
- “Fixed financial planning fees are paid in arrears upon completion.”
How Kairos RIA, LLC’s fees compare
- Its flat or project fee of $1,500-$15,000 spans the North Carolina median of $4,800. 75% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 13 of the 20 other planners in Raleigh that publish a flat or project fee charge less.
About Kairos RIA, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Tax planning
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
- 1.25% a year
- Clients
- 40
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $16,520,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341881
- Phone
- (330) 222-3393
Can advise clients in 2 states: North Carolina, Ohio
Other planners in Raleigh that publish fees
- Advisorstrust Partners LLCRaleigh$500/hr, $2,000-$20,000
- Armor Investment Advisors, LLCRaleigh$250-$300/hr, $2,500-$40,000
- Beacon Financial Strategies Corp.Raleigh$400/hr
- Beacon Wealthcare LLCRaleigh$15,000
- Cameron Advisors, LLCRaleigh$200/hr
- Cima FinancialRaleigh$350/hr, $2,200-$30,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.