Kangpan & Co. fees
Financial planner in Gwynedd Valley, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 14, 2026, Kangpan & Co. (Gwynedd Valley, PA) charges $300-$600 an hour and a monthly fee of $599-$999 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change.
- Hourly rate
- $300-
$600/hr Above the Pennsylvania median of $250; 92% of the 151 other planners in Pennsylvania that publish an hourly rate charge less.
“We charge an hourly rate of $300-$600 for clients seeking Standalone Advisory Services.”
- Monthly fee
- $599-
$999/mo “…we charge: $599 / month for up to three yearly planning meetings and oversight of up to five accounts $999 / month for up to five yearly planning meetings and oversight of up to ten account Custom flat-fee scoping for additional complexity beyond our $999 / month tier Kangpan & Company LLC | August 14, 2026 Fees…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Kangpan & Co. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We may impose a deposit in advance of work commencing with a Wealth Management client depending on the nature and complexity of the client’s situation.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $16.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 14, 2026
- CRD number
- 337585 (opens in new tab)
- Phone
- (502) 681-7497
More planners in Pennsylvania that publish fees
- Financial Spectrum Inc.JenkintownHourly $100/hr
- Kriczky Wealth Management LLCDowningtownHourly $400/hr, Flat up to $30,000
- Recker Capital Management LLCMcMurrayHourly $225/hr, Monthly $150-$450/mo
- Wealthpenn.com LLCSinking SpringHourly $165/hr, Flat $2,500
- Milinovich & Co., IncWaynesburgHourly $300/hr
- Benchmark FinancialSchwenksvilleHourly $300/hr
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.