Kenwyck Capital fees and pricing
Financial planner in Marietta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Kenwyck Capital charges $300 an hour, a flat or project fee of $3,000-$4,500, and a monthly fee of $500-$750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“It consists of a recurring fixed fee paid monthly, in advance, ranging from $500 - $750 per month, (20-30 hours per year @ $300.00/hr.) The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among…”
- Flat or project fee
- $3,000-$4,500
“Fixed fee rates range between $3,000 to $4,500.”
- Monthly fee
- $500-$750/mo
“It consists of a recurring fixed fee paid monthly, in advance, ranging from $500 - $750 per month, (20-30 hours per year @ $300.00/hr.) The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kenwyck Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Kenwyck Capital’s fees compare
- Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
- 9 of the 14 other planners in Marietta that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$4,500 is below the Georgia median of $5,000. 44% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 1 of the 9 other planners in Marietta that publish a flat or project fee charge less.
About Kenwyck Capital
- Principal: Anne Simpson
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- 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
- 0.9% a year
- Clients
- 10
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $6,764,067
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332844
- Phone
- (404) 567-6001
Other planners in Marietta that publish fees
- American Financial Advisors, LLC.Marietta$150/hr, $500
- Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000-$15,000
- Brown Capital Advisors, LLCMarietta$2,000-$10,000, $30,000-$75,000/yr
- JPG Wealth ManagementMarietta$250/hr, $1,000-$15,000
- Lassiter Financial Advisors, LLCMarietta$225/hr
- Masterplan Retirement ConsultantsMarietta$195/hr, $750-$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.