Katz-Moses Financial LLC fees and pricing
Financial planner in Washington, District of Columbia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Katz-Moses Financial LLC charges $300 an hour, a flat or project fee of up to $10,000, a monthly fee of up to $1,667, and a quarterly fee of up to $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Refunds are calculated based on an hourly rate of $300 for the work completed up to the date of termination and the difference between the total pre-paid and the amount earned will be refunded to the client.”
- Flat or project fee
- Up to $10,000
“The fixed fee can range between $0 and $10,000 depending on complexity and scope of the project.”
- Monthly fee
- Up to $1,667/mo
“Financial Planning costs are paid for by an ongoing fee that is paid quarterly or monthly, in advance, at the rate of $0-$1667 per month or $0-$5,000 per quarter, depending on complexity and needs of the client.”
- Quarterly fee
- Up to $5,000/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Katz-Moses Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Ongoing Financial Planning client households billed as Individuals with less than $600,000 in assets under management with KMF may elect to engage KMF for Investment Management services at no additional cost.”
- “The annual fees are negotiable, pro-rated and paid in arrears on a quarterly basis.”
- “For accounts held at Aspire, fees are calculated based on the average daily balance of the account of the prior quarter in arrears.”
How Katz-Moses Financial LLC’s fees compare
- Its hourly rate of $300 is above the District of Columbia median of $298. 55% of the 11 other District of Columbia planners that publish an hourly rate charge less.
- 6 of the 10 other planners in Washington that publish an hourly rate charge less.
- Its flat or project fee of up to $10,000 spans the District of Columbia median of $4,750. 60% of the 10 other District of Columbia planners that publish a flat or project fee charge less.
- 5 of the 9 other planners in Washington that publish a flat or project fee charge less.
About Katz-Moses Financial LLC
- Principal: Andrew Katz-Moses
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
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% a year
- Clients
- 53
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $25,437,540
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304768
- Phone
- (408) 482-2502
Can advise clients in 2 states: District of Columbia, Maryland
Other planners in Washington that publish fees
- Bryspen, IncorporatedWashington$375-$575/hr, $3,750-$5,750
- Burkholder & Associates, LLCWashington$150-$400/hr, $5,000-$50,000
- Financial Advisor for You, LLCWashington$275/hr, $1,500-$2,500
- Holistic PlannersWashington$250/hr, $500-$25,000
- IllumintWashington$550/hr, $1,499
- Mabery Consulting, LLCWashington$250/hr, $4,500-$5,500
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.