KCG Investment Advisory Services LLC fees and pricing
Financial planner in Savannah, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, KCG Investment Advisory Services LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial planning fees will be subject to an annual fee based on an hourly of $250 per hour, payable quarterly.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How KCG Investment Advisory Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisor may negotiate aggregated fee agreements when Clients contract for special circumstances, multiple, separate, and fee-based services.” Fees are deducted from clients’ Assets Under Management on a quarterly basis, in advance or in arrears.”
- “Clients may select to have fees billed directly if they prefer.”
- “Clients are granted five (5) business days from the date of their contract to terminate the Investment Management Agreement (IMA) without pro-rata charge for services rendered.”
How KCG Investment Advisory Services LLC’s fees compare
- Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
- 2 of the 4 other planners in Savannah that publish an hourly rate charge less.
About KCG Investment Advisory Services LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 65
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $52,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328814
- Phone
- (912) 335-8071
Other planners in Savannah that publish fees
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
- Ati Wealth Partners, LLCSavannah$200/hr, $1,800
- Bull Street AdvisorsSavannah$2,000/yr
- Constant Cashflow, LLCSavannah$150-$300/hr, $2,000-$4,000
- Legacybridge Wealth Management, LLCSavannah$450/hr, $3,000-$10,000/yr
- M3 Advisors, LLCSavannah$100-$800/hr
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.