Kinetic Wealth Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly fee thereafter will be $250.00 per hour.”

Flat or project fee

$1,000

“These fees are negotiable. 7 Financial Planning Fees Fixed Fees The fixed rate for creating client financial plans is $1,000.”

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

How Kinetic Wealth Investment Advisors, LLC bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Fees will be charged in advance on a calendar quarterly basis.”
• “Additional deposits and withdrawals will be added or subtracted from portfolio assets on a prorated basis to adjust the Account Fee.”

How Kinetic Wealth Investment Advisors, LLC’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Westlake that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Ohio median of $3,250. 12% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Kinetic Wealth Investment Advisors, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2023 (3 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

2% a year

Clients

173

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$214,538,913

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311536

Website

linkedin.com/in/richard-packer-cfp%C2%AE-chfc-clu-3771ba84 (opens in new tab)

Phone

(440) 250-9500

Can advise clients in 3 states: Florida, Ohio, Texas

Other planners in Westlake that publish fees

• Amfg Wealth Management LLCWestlake$150⁠-⁠$500/hr
• Athletes Financial Advisers, LLCWestlake$5,000/yr
• Cornerstone Wealth ManagementWestlake$300⁠-⁠$600/hr, $1,500⁠-⁠$15,000
• Lesjak Planning, LLCWestlake$150/hr
• Paradigm Wealth Management, LLCWestlake$200/hr

Compare all 14 planners in Westlake