Kin Stewards LLC fees and pricing
Financial planner in La Crescenta, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 30, 2026, Kin Stewards LLC charges $500 an hour and a flat or project fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
- Flat or project fee
- $20,000
“Flat fees will not exceed $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kin Stewards LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis monthly in arrears based on the last day of the month.”
- “Fees are negotiable and will be deducted from the client account(s).”
How Kin Stewards LLC’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $20,000 is above the California median of $5,000. 91% of the 796 other California planners that publish a flat or project fee charge less.
About Kin Stewards LLC
- 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
- Clients
- 1
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,401,249
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340120
- Phone
- (747) 383-4282
Other planners in La Crescenta that publish fees
- STS Wealth Management, Inc.La Crescenta$500/hr, $3,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date?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.