KBR Financial Solutions fees and pricing
Financial planner in Londonderry, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 2, 2026, KBR Financial Solutions charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The Advisors hourly fee will be billed at a rate of $500 per hour and is negotiable at the discretion of the Advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How KBR Financial Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Where it is not practical to deduct fees directly from client accounts, client will be sent an invoice on a quarterly basis for any outstanding advisory fees due.”
- “Advisor and client will agree to the rate in a financial planning agreement in advance of the services being performed.”
How KBR Financial Solutions’ fees compare
- Its hourly rate of $500 is above the New Hampshire median of $275. 96% of the 52 other New Hampshire planners that publish an hourly rate charge less.
About KBR Financial Solutions
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2011 (15 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
- 1.55% a year
- Clients
- 148
- Employees
- 1
- Works with
- Individuals and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $52,822,949
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126079
- Phone
- (603) 216-6341
Can advise clients in 2 states: Massachusetts, New Hampshire
Other planners in Londonderry that publish fees
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
- Bartley Financial Advisors, LLCBedford$6,000/yr
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.