Kindred Peak Wealth Management LLC fees and pricing

Published fees

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

Hourly rate

$500/hr

“In the event of early termination prior to the project being delivered, Client shall be charged a prorated fee according to the amount of work performed, based on KPWM’s hourly rate of $500, and any unearned fees will be refunded.”

Flat or project fee

$2,500⁠-⁠$25,000

“Fixed fee rates range from $2,500 to $25,000.”

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

How Kindred Peak Wealth Management LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are paid monthly in arrears, ranging from $250 to $2,500.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Kindred Peak Wealth Management LLC’s fees compare

• Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• 18 of the 24 other planners in San Antonio that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$25,000 spans the Texas median of $3,850. 90% of the 401 other Texas planners that publish a flat or project fee charge less.
• 17 of the 18 other planners in San Antonio that publish a flat or project fee charge less.

About Kindred Peak Wealth Management LLC

• Principal: David Hillner
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Founded: 2025.

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

1.2% a year

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

339644

Website

kindredpeak.com (opens in new tab)

Phone

(210) 436-1906

Other planners in San Antonio that publish fees

• 1900 WealthSan Antonio$350/hr, $1,500
• Avora Wealth LLCSan Antonio$3,200, $2,500/yr
• B365investSan Antonio$350
• Best InvestSan Antonio$250/hr
• Boynton Financial LLCSan Antonio$150/hr, $300⁠-⁠$1,000
• Carr Consulting P.A.San Antonio$200⁠-⁠$600

Compare all 54 planners in San Antonio