Kaplan Wealth Management, Inc. fees and pricing

Financial planner in Reston, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Kaplan Wealth Management, Inc. charges $150⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$250/hr; “These fees are largely determined by the scope and complexity of the agreed upon services and range from $150 to $250 on an hourly basis and up to $2,000 on a fixed fee basis.”

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

“Kaplan Wealth Management charges either a negotiable hourly and/or fixed fee to provide clients with stand-alone financial planning services.”
“The specific terms and fee structure are negotiated in advance and set forth in the Agreement with Kaplan Wealth Management.”
“Generally, Kaplan Wealth Management requires one-half of the financial planning fee payable upon execution of the Agreement and the balance due at the time the financial plan is delivered or the underlying services are rendered to completion.”

Its hourly rate of $150-$250 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
2 of the 10 other planners in Reston that publish an hourly rate charge less.

“Kaplan Wealth Management offers a variety of advisory services to its clients, which include financial planning and investment management services.”

From the firm's description of its advisory business in its Form ADV brochure.

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: 1.25% a year
Clients: 287
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $88,964,079
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 167880
Website: twitter.com/kaplanwealth (opens in new tab)
Phone: (703) 352-1780

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