Keala Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event of an early termination of the engagement the client will be charged for time spent at the hourly rate of $250 dollars.”

Flat or project fee

$2,000⁠-⁠$10,000

“Financial Planning is provided on a flat fee basis and in most cases can generally range between $2,000 and $10,000 dollars for a comprehensive Financial Plan.”

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

How Keala Advisors bills

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

• “These fees are negotiable at our discretion and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Keala’s fees within five business days of signing the Investment Advisory Contract.”
• “We require half of the fee up front upon engagement and the balance payable on the day of engagement once the seminar has concluded.”

How Keala Advisors’ fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• 6 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$10,000 spans the New York median of $4,500. 67% of the 251 other New York planners that publish a flat or project fee charge less.
• 27 of the 52 other planners in New York that publish a flat or project fee charge less.

About Keala Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

3% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313752

Website

kealaadvisors.com (opens in new tab)

Phone

(929) 235-8201

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

Compare all 184 planners in New York