Katz Capital Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$950

“Amount: $950 for a comprehensive financial plan.”

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

How Katz Capital Advisors bills

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

• “Payment Schedule: $475 is due upfront (deposit) and the remaining $475 is due upon completion and delivery of your plan.”
• “No refund is typically available after the plan is delivered.”
• “Alternatively, you may opt to pay by check or EFT upon receipt of an invoice. 3.”

How Katz Capital Advisors’ fees compare

• Its flat or project fee of $950 is below the Idaho median of $2,625. 12% of the 26 other Idaho planners that publish a flat or project fee charge less.

About Katz Capital Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334834

Website

katzcapitaladvisors.com (opens in new tab)

Phone

(208) 850-5289

Other planners in Caldwell that publish fees

• Abundance Financial PlanningCaldwell$3,000⁠-⁠$6,500
• Firm Foundation Wealth Management, LLCCaldwell$250/hr
• 3 Peaks FinancialAmmon$200/hr
• Action Financial Planning LLCTwin Falls$275/hr, $95/mo
• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500
• Allegiance Financial PlanningEagle$120/hr

Compare all 3 planners in Caldwell