PlannerFees

Kaiser Wealth Management fees and pricing

Financial planner in Burns, Wyoming. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Kaiser Wealth Management charges $35⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$35⁠-⁠$300/hr
“The fee for such service will generally range from $35 to $300 an hour but may be higher or lower depending on a variety of factors.”

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

How Kaiser Wealth Management bills

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

  • “For those clients choosing to have their account billed in arrears, the fee is calculated on the ending market value of the assets in the account during the initial billing period.”
  • “Subsequent payments are due and will be assessed quarterly in arrears on the first day of the calendar quarter based on the ending account value of assets for the previous quarter.”
  • “The fee will be payable first from the free credit balance, money market funds or cash equivalents, if any, and second from the liquidation of client assets.”

How Kaiser Wealth Management’s fees compare

  • Its hourly rate of $35-$300 spans the Wyoming median of $250. 17% of the 12 other Wyoming planners that publish an hourly rate charge less.

About Kaiser Wealth Management

“Kaiser Wealth Management, through the Investment Advisor Representative provides asset management services that include an initial consultation, completion of a client profile, and any reasonable account restrictions.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2025.

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
2.5% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$38,854,792
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
111000
Phone
(307) 634-1547

Other planners in Wyoming that publish fees

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