Kalorama Wealth Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“KWS's financial planning and consulting fees are negotiable, but generally range from $250 to $450 on an hourly rate basis and/or $1,500.00 to $10,000.00 on a fixed fee basis (generally with a minimum fee of $1,500), depending upon the level and scope of the service(s) required and the professional(s) rendering the…”

Flat or project fee

$1,500⁠-⁠$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 Kalorama Wealth Strategies, LLC bills

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

• “In the limited event that KWS bills the client directly, payment is due upon receipt of KWS’s invoice.”
• “For periods of less than one quarter in duration, which may occur if services begin or end on other than the first day of a calendar quarter, the investment advisory fee will be calculated on a pro-rata basis.”
• “When the client provides the most recent year-end report, the annual investment advisory fee due and payable in the next quarter(s) will be adjusted for any amounts over- or under-billed.”

How Kalorama Wealth Strategies, LLC’s fees compare

• Its hourly rate of $250-$450 spans the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Florida median of $4,900. 63% of the 320 other Florida planners that publish a flat or project fee charge less.

About Kalorama Wealth Strategies, LLC

• 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

3% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

12

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$30,180,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152375

Phone

(202) 550-7262

Other planners in Florida that publish fees

• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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