Kindred Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How Kindred Financial LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of KF LLC's fees within five business days of signing the Investment Advisory Contract.”
• “For all asset-based fees paid in advance, the fee refunded upon termination will be equal to the balance of the fees collected in advance minus the daily rate* times the number of days elapsed in the billing period up to and including the day of termination.”

How Kindred Financial LLC’s fees compare

• Its flat or project fee of $500-$5,000 is below the Colorado median of $5,250. 25% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Lakewood that publish a flat or project fee charge less.

About Kindred Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning

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

0.95% a year

Clients

74

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$25,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324932

Website

KindredFinancial.com (opens in new tab)

Phone

(720) 466-3515

Other planners in Lakewood that publish fees

• Alignpoint WealthLakewood$10,000⁠-⁠$40,000/yr
• Bason Asset ManagementLakewood$3,000⁠-⁠$4,000, $1,450/qtr
• Financial Security Management, IncLakewood$400/hr
• Hinds Financial Group IncLakewood$150/hr, $1,000
• Innovative Financial, LLCLakewoodUp to $5,000, $1,000⁠-⁠$10,000/qtr
• Ironfjord Wealth ManagementLakewood$1,000⁠-⁠$18,000, $8,000⁠-⁠$40,000/yr

Compare all 12 planners in Lakewood