Kane Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Multi-component planning engagements are based on $250 per hour fee multiplied by the amount of time needed to complete the project.”

Annual fee

$3,000⁠-⁠$5,000/yr

“We are paid a retainer fee for this service at the rate of generally $3,000 to $5,000 annually, which will depend on the complexity of the engagement, time involved, etc.”

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

How Kane Financial Planning bills

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

• “Our advisory fees are negotiable, with the final determination to be made by the firm.”
• “Fees are to be paid by check or draft from US-based financial institutions.”
• “Subsequent to a multi-component planning engagement, some clients will hire the firm for a check- up engagement to review and update.”

How Kane Financial Planning’s fees compare

• Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its annual fee of $3,000-$5,000 is below the Connecticut median of $6,000. 41% of the 27 other Connecticut planners that publish an annual fee charge less.

About Kane Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Equity compensation
• Cash flow and budgeting

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

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$6,243,982

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283245

Website

kanefinancialplanning.com (opens in new tab)

Phone

(860) 712-6839

Other planners in Connecticut that publish fees

• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr
• Asset Management Group, Inc.Stamford$925/hr, $2,500⁠-⁠$10,000/yr

Compare all 227 planners in Connecticut