KB Financial Advisors LLC fees and pricing
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, KB Financial Advisors LLC charges a flat or project fee of $4,000 and an annual fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,000
“Your Way to Wealth, Registrant charges the client an initial fee of $4,000 at the beginning of the engagement, and the client is subject to an ongoing, fixed fee of $4,000 every six months.”
- Annual fee
- $8,000/yr
“The Registrant generally requires a minimum annual fee of $8,000 for its On Your Way to Wealth service and $16,000 for its Destination Wealth service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How KB Financial Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Where Registrant bills its clients directly, payment is due upon receipt of the Registrant’s invoice.”
- “Unless otherwise agreed, the Registrant's annual fee for Destination Wealth services shall be prorated, paid quarterly in advance, and On Your Way to Wealth services shall be prorated, paid semi-annually, in advance.”
- “Upon termination, the Registrant shall refund the pro-rated portion of the advanced advisory fee paid, if any, based upon the number of days remaining in the billing cycle.”
How KB Financial Advisors LLC’s fees compare
- Its flat or project fee of $4,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
- 12 of the 35 other planners in San Francisco that publish a flat or project fee charge less.
- Its annual fee of $8,000 is above the California median of $6,250. 58% of the 224 other California planners that publish an annual fee charge less.
- 8 of the 11 other planners in San Francisco that publish an annual fee charge less.
About KB Financial Advisors LLC
- Firm size: 4 employees.
- Registered as an adviser: 2026.
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
- Minimum
- $8,000 minimum fee (stated in brochure)
- Clients
- 136
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $115,482,021
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 134374
- Phone
- (415) 295-2487
Can advise clients in 5 states: California, Colorado, New York, Tennessee, Texas
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.