PlannerFees

Kaizen Financial Advisors, LLC fees and pricing

Financial planner in Kirkland, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Kaizen Financial Advisors, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Higher level financial consulting tasks are billed at $400 per hour for a staff investment advisor representative and $500 per hour for Laurie Klein.”

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

How Kaizen Financial Advisors, LLC bills

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

  • “Our standard annual fee schedule is shown below, however, our fees are negotiable and some clients may pay fees pursuant to a materially different fee schedule.”
  • “We will bill these fees to you by traditional invoicing in arrears, with all fees payable by check (or other form of payment deemed acceptable by Kaizen) upon delivery of our invoice for services rendered.”
  • “In the unlikely event you do not have an account directly managed by us, we will bill you by traditional invoice and you will be required to pay our fees by check or other form of payment deemed acceptable by Kaizen.”

How Kaizen Financial Advisors, LLC’s fees compare

  • Its hourly rate of $500 is above the Washington median of $300. 95% of the 216 other Washington planners that publish an hourly rate charge less.
  • 11 of the 11 other planners in Kirkland that publish an hourly rate charge less.

About Kaizen Financial Advisors, LLC

“We offer portfolio management, financial planning, tax planning, and personalized financial coaching services to our clients (“client,” “you,” and “your”). Our wealth management process is designed to help you make better decisions by avoiding dangers, seizing opportunities, and maximizing your strengths.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Founded: 2010 (16 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • College planning
  • Divorce

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% a year
Clients
150
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$283,685,763
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
155353
Website
kaizenfa.com (opens in new tab)
Phone
(425) 321-5800

Can advise clients in 2 states: California, Washington

Other planners in Kirkland that publish fees

Compare all 19 planners in Kirkland

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.