PlannerFees

Katapult Financial Planning LLC fees and pricing

Financial planner in Woburn, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Katapult Financial Planning LLC charges $350 an hour, a flat or project fee of $4,000⁠-⁠$10,000, and an annual fee of $4,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Our hourly rate is $350 with a 4-hour minimum.”
Flat or project fee
$4,000⁠-⁠$10,000
“Fixed flat fee rates range between $4,000 to $10,000.”
Annual fee
$4,500/yr
“The minimum annual fee for Clients in our Elevate program is $4,500.”

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

How Katapult Financial Planning LLC bills

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

  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “This minimum fee may be negotiable under certain circumstances.”
  • “The fee may be negotiable in certain cases and KFP may reduce or waive the initial fee at our discretion.”

How Katapult Financial Planning LLC’s fees compare

  • Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • Its flat or project fee of $4,000-$10,000 spans the Massachusetts median of $4,750. 72% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Woburn that publish a flat or project fee charge less.
  • Its annual fee of $4,500 is below the Massachusetts median of $8,250. 21% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Katapult Financial Planning LLC

“We offer wealth management and financial planning services. Wealth Management Services via the Elevate Program KFP provides comprehensive Wealth Management services through our Elevate program which includes ongoing financial planning and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Kathleen Kenealy
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • 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
1.5% a year
Minimum
$4,500 minimum fee (stated in brochure)
Clients
30
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
$50,458,775
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
322757
Website
katapultfp.com (opens in new tab)
Phone
(617) 307-2957

Can advise clients in 2 states: California, Massachusetts

Other planners in Woburn that publish fees

Compare all 4 planners in Woburn

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