KCR Wealth Management, LLC fees and pricing

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

$300/hr

“Our hourly charge is $300.00 per hour.”

Flat or project fee

$3,000⁠-⁠$10,000

“Fixed fees typically fall in a range between $3,000 and $10,000.”

Annual fee

$10,000/yr

“Subject to a minimum annual fee of $10,000 (which may be reduced or waived in KCR’s discretion), our fee schedule is as follows:”

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

How KCR Wealth Management, LLC bills

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

• “Fees are negotiable, and will depend on the anticipated complexity of your plan.”
• “Fees are negotiable, and may therefore in some circumstances deviate from this schedule.”
• “Fees for financial planning will be billed to each client.”

How KCR Wealth Management, LLC’s fees compare

• Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
• 6 of the 10 other planners in Reston that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$10,000 spans the Virginia median of $4,250. 72% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Reston that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the Virginia median of $6,350. 62% of the 55 other Virginia planners that publish an annual fee charge less.
• 4 of the 4 other planners in Reston that publish an annual fee charge less.

About KCR Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• College planning

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% a year

Clients

39

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$95,392,283

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

170798

Website

kcrwealth.com (opens in new tab)

Phone

(703) 722-2212

Other planners in Reston that publish fees

• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Brighter Financial Capital Management, LLCReston$150/hr
• Buchanan Wealth ManagementReston$300/hr
• Grey Kirwan FinancialReston$400/hr, $20,000
• Guidepoint Financial PlanningReston$1,000, $300⁠-⁠$600/mo
• Hopwood Financial Services, Inc.Reston$250/hr

Compare all 21 planners in Reston