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
- Phone
- (678) 597-3112
Other planners in Johns Creek that publish fees
- American Wealth Advisors, LLCJohns Creek$500/hr, $500-$3,000
- Fleming Wealth Management, LLCJohns Creek$250/hr
- Networth Financial Services, LLCJohns Creek$2,500-$15,000
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/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.