Kconnally Strategies, LLC fees and pricing

Financial planner in Leander, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Kconnally Strategies, LLC charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “FINANCIAL CONSULTING KConnally Strategies charges an hourly fee of $100 per hour for financial consulting services.”

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

“Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The Client must consent in advance to direct debiting of their investment account.”

Its hourly rate of $100 is below the Texas median of $275. None of the 468 other Texas planners that publish an hourly rate charge less.
None of the 3 other planners in Leander that publish an hourly rate charge less.

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: 2
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 335766
Phone: (512) 541-8319

Is something on this page wrong or out of date?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.