Karpinski Financial, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Karpinski Financial, LLC charges $200-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“Hourly fees usually range from $200 to a maximum rate of $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Karpinski Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “While fees are negotiable and can vary from client to client, KF has designed a fee schedule to represent the common charges associated with two different methods of investment management.”
- “Fees are quoted in advance and must be accepted by client prior to project commencement or investment management.”
- “Quarterly fees are based on the ending value of securities on the last day of the quarter. 5 Advisory fees are calculated, and billed quarterly, in arrears.”
How Karpinski Financial, LLC’s fees compare
- Its hourly rate of $200-$400 spans the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
- 20 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
About Karpinski Financial, LLC
“Karpinski Financial, LLC provides “fee for service” financial planning and investment advice.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- College 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
- 2% a year
- Clients
- 119
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $83,597,489
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153085
- Phone
- (480) 686-9743
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
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.