Kinetic Wealth fees and pricing

Financial planner in Knoxville, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 10, 2026, Kinetic Wealth charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Our Hourly Financial Planning fee is based on our hourly rate of $300.”

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.”
“The fee is based on a percentage of assets under management and is negotiable.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

Its hourly rate of $300 is above the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
6 of the 12 other planners in Knoxville that publish an hourly rate charge less.

Principal: Francis Orr
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 44
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $18,880,460
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 336229
Website: instagram.com/kineticwlth (opens in new tab)
Phone: (865) 288-8904

Is something on this page wrong or out of date?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.