Kaizerman & Associates, LLC fees and pricing
Financial planner in Natick, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 16, 2026, Kaizerman & Associates, LLC charges $150-$300 an hour and a flat or project fee of $1,750-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Our fixed fee typically ranges from $1,750 to $10,000, while our hourly rate ranges between $150 and $300 based on staffing requirements.”
- Flat or project fee
- $1,750-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kaizerman & Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You will pay a quarterly account fee, in advance, based upon the market value for the assets in your account as of the last business day of the preceding calendar quarter.”
- “You will receive a full account fee refund in the event you terminate your client agreement with us within five business days after signing.”
- “Should you terminate your Asset Management Agreement after the first five business days, the account fee will be credited back to you on a prorated basis for the unearned portion of the billing period.”
How Kaizerman & Associates, LLC’s fees compare
- Its hourly rate of $150-$300 is below the Massachusetts median of $300. 23% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its flat or project fee of $1,750-$10,000 spans the Massachusetts median of $4,750. 65% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Kaizerman & Associates, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 1995 (31 years).
Planning areas mentioned in the brochure
- Tax planning
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
- Clients
- 15
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $26,429,147
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128579
- Phone
- (508) 647-0830
Other planners in Natick that publish fees
- Millenium Financial ServicesNatick$150/hr
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
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.