Kelos Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,200⁠-⁠$10,000

“Comprehensive financial planning services are offered on a fixed fee basis that range between $4,200 and $10,000.”

Quarterly fee

$3,437/qtr

“The total annual fee would be $13,750, resulting in a quarterly fee of $3,437.50.”

Annual fee

$13,750/yr

From the same sentence as above.

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

How Kelos Wealth Planning, LLC bills

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

• “The fixed fee is negotiable and will vary depending on the nature and complexity of your individual circumstances as well as the areas covered by the financial plan.”
• “Financial planning fees may be paid by electronic funds transfer (EFT) or check.”
• “The management fees will be billed quarterly in arrears, meaning we will collect the fee at the end of each quarter’s billing period.”

How Kelos Wealth Planning, LLC’s fees compare

• Its flat or project fee of $4,200-$10,000 is above the Ohio median of $3,250. 79% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 23 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.
• Its annual fee of $13,750 is above the Ohio median of $5,000. 73% of the 79 other Ohio planners that publish an annual fee charge less.
• 4 of the 9 other planners in Cincinnati that publish an annual fee charge less.

About Kelos Wealth Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$6,000 minimum fee (stated in brochure)

Employees

1

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

342194

Website

keloswealth.com (opens in new tab)

Phone

(513) 966-5478

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

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