Kindzia Investments fees and pricing

Financial planner in Johns Creek, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 9, 2026, Kindzia Investments charges $100⁠-⁠$500 an hour and a flat or project fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$500/hr
“Our hourly rates range between $100/hour and $500/hour.”
Flat or project fee
$1,000
“Fixed fees can range anywhere between $1,000 and up to $150,000.”

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

How Kindzia Investments bills

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

  • “The annual fee will always be divided and billed at the end of each calendar quarter based on the value of the account(s) at the end of the quarter.”
  • “The firm does not charge a pro-rata fee for services provided for the portion of the first quarter of a contract.”
  • “If you elect to have advisory fees deducted from one account to pay for another account, the firm will provide you an itemized fee invoice detailing the amount of the fee and how the fee was calculated.”

How Kindzia Investments’ fees compare

  • Its hourly rate of $100-$500 spans the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Johns Creek that publish an hourly rate charge less.
  • Its flat or project fee of $1,000 is below the Georgia median of $5,000. 11% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Johns Creek that publish a flat or project fee charge less.

About Kindzia Investments

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2008 (18 years).

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
1.75% a year
Clients
40
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$25,250,881
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
148189
Website
instagram.com/paulkindzia (opens in new tab)
Phone
(678) 597-3112

Other planners in Johns Creek that publish fees

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