Kinetic Investment Management, Inc. fees and pricing

Published fees

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

Hourly rate

$100⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $100 and $500.”

Flat or project fee

$1,000⁠-⁠$10,000

“The negotiated fixed rate for creating a financial plan for a client is between $1,000 and $10,000.”

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

How Kinetic Investment Management, Inc. bills

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

• “These fees are negotiable depending upon your needs and the complexity of the situation.”
• “You may terminate the agreement without penalty for a full refund of our fees within five business days of signing the Investment Advisory Contract.”
• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Kinetic Investment Management, Inc.’s fees compare

• Its hourly rate of $100-$500 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 16 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 17 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Kinetic Investment Management, Inc.

• Firm size: 41 employees.
• Founded: 2016 (10 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

Clients

1,453

Employees

41

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$450,922,928

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283034

Website

kineticfinancial.com/articles (opens in new tab)

Phone

(800) 711-4818

Can advise clients in 31 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

Other planners in Los Angeles that publish fees

• Ades Investment Counsel, Inc.Los Angeles$300/hr, $300⁠-⁠$5,000
• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Blacklines FinancialLos Angeles$5,000/yr
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500

Compare all 73 planners in Los Angeles