Kelly Klingaman Financial Planning LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 8, 2026, Kelly Klingaman Financial Planning LLC charges $375 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“KKFP Firm Brochure 9 Financial Planning – Hourly Fee On occasion, Financial Planning is also offered at an hourly rate of $375.00 billed, in 15-minute increments, and a partial increment will be treated as a whole increment, with a minimum of 2 hours.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kelly Klingaman Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally negotiable and are paid as described below, directly by the client.”
- “At no time will KKFP collect an amount above $500.00 6 months or more in advance, from any client.”
- “Fees will be billed quarterly in advance.”
How Kelly Klingaman Financial Planning LLC’s fees compare
- Its hourly rate of $375 is above the Texas median of $275. 76% of the 468 other Texas planners that publish an hourly rate charge less.
- 38 of the 57 other planners in Austin that publish an hourly rate charge less.
About Kelly Klingaman Financial Planning LLC
“Ongoing Financial Planning with Investment Management KKFP provides ongoing financial planning with investment management services for a flat annual fee.”
- Principal: Kelly M. Klingaman
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 26
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $15,825,636
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306286
- Phone
- (512) 222-7982
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.