PlannerFees

Kelley Lane Capital, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 10, 2024, Kelley Lane Capital, LLC charges $225 an hour and a flat or project fee of $2,650 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$225/hr
“Our hourly rate is $225.”
Flat or project fee
$2,650
“Generally, the fee for a standalone financial plan starts at $2,650 for a single individual with no children, and $3,950 for couples and families, although this price may be higher depending on the scope of the work.”

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

How Kelley Lane Capital, LLC bills

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

  • “All fees are negotiable, however Kelley Lane’s standard rates are described below.”
  • “This fee shall be paid in arrears in January, April, July, and October.”
  • “Kelley Lane will simultaneously send a copy of all invoices to the client.”

How Kelley Lane Capital, LLC’s fees compare

  • Its hourly rate of $225 is below the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
  • 11 of the 56 other planners in Dallas that publish an hourly rate charge less.
  • Its flat or project fee of $2,650 is below the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 13 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Kelley Lane Capital, LLC

“For our clients who are governmentemployed attorneys, judges, and staff, we will help maximize state or federal benefits and help prepare for retirement or for transition into the private sector.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2021 (5 years).

Planning areas mentioned in the brochure

  • Business owners

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
1.11% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$686,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
316410
Website
kelleylanecapital.com (opens in new tab)
Phone
(214) 432-2115

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