Kinetic Financial fees
Financial planner in Pensacola, Florida. Registered with state securities regulators.
Kinetic Financial (Pensacola, FL) listed an annual fee of up to $35,000 for financial planning in a Form ADV Part 2A brochure dated March 25, 2025, which is more than 18 months old.
- Website: kineticfinancial.net (opens in new tab)
- Call (850) 203-0201
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated March 2025, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2025. Fees can change.
- Annual fee
- Up to $35,000/yr
“For ongoing or multi-year services, there is a maximum fee of $35,000 per year.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the March 2025 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Kinetic Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid in advance, and determined by the selected financial planning tier.”
- “This fee is separate from ongoing financial planning fees, which are billed in advance based on the client’s selected service tier.”
- “Clients choose to cover their fees via check, ACH transfer, or credit card.”
About Kinetic Financial
- Principal: Aaron Bercovitch
- Founded: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 25, 2025
- CRD number
- 331142 (opens in new tab)
- Phone
- (850) 203-0201
Other planners in Pensacola that publish fees
- DNA Wealth Management LLCPensacolaHourly $150/hr, Flat $400-$2,000
- Financial Journey LLCPensacolaHourly $200/hr, Flat $300-$2,500
- Irving Street LLCPensacolaHourly $250/hr
- KitchenSink Financial Planning, LLCPensacolaHourly $450/hr, Monthly $250-$2,100/mo
- Vitesse One Wealth LLCPensacolaHourly $350-$500/hr
More planners in Florida that publish fees
- Total Financial Planning, LLCOrlandoHourly $275/hr, Flat $600-$2,000
- Entelevest, LLCCoral GablesHourly $250-$450/hr, Flat $5,000-$20,000
- Empire Financial Group, LLCOrlandoHourly $150/hr, Flat $750-$2,500
- Caliber Wealth AdvisoryTampaMonthly $100-$750/mo
- Sapphire Wealth Consulting, Inc.Ponte Vedra BeachFlat $5,000
- BrightPath Financial, Inc.Deerfield BeachHourly $375/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.