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
Website
kairos-ria.com (opens in new tab)
Phone
(330) 222-3393

Can advise clients in 2 states: North Carolina, Ohio

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