Kawasaki Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Planning will be paid based off an hourly rate of $200 per hour or a project fee based on the adviser’s estimate of project hours.”

Flat or project fee

$200⁠-⁠$5,000

“Project fees can range from $200.00 to $5,000.00.”

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

How Kawasaki Financial, LLC bills

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

• “The fee may be negotiable in certain cases.”
• “Client will have 7 days from payment in which they can receive a full refund if terminating.”
• “After the 7 days, if the Client terminates then they will receive a refund for any work not yet completed.”

How Kawasaki Financial, LLC’s fees compare

• Its hourly rate of $200 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.
• 4 of the 34 other planners in Portland that publish an hourly rate charge less.
• Its flat or project fee of $200-$5,000 spans the Oregon median of $4,000. 24% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 5 of the 22 other planners in Portland that publish a flat or project fee charge less.

About Kawasaki Financial, LLC

• Principal: Curtis Kawasaki
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly 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 educational seminars and workshops

Assets managed

$7,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173848

Website

kawasaki.us (opens in new tab)

Phone

(503) 329-0024

Other planners in Portland that publish fees

• Apm WealthPortland$250/hr, $1,299/mo
• Becker Capital Management, Inc.Portland$100⁠-⁠$500/hr
• Blue Water WealthPortland$2,000⁠-⁠$20,000
• Blueprint Financial Advisors, LLCPortland$250/hr
• Burgess Financial PlanningPortland$360/hr
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000

Compare all 63 planners in Portland