Kinetix Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Planning fee is an hourly rate of $200.00 per hour, depending on complexity.”

Flat or project fee

$800

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $800.00 to 3,500.00, based on the complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, also at the rate of $250.00 to 2,000.00, based on the complexity and needs of the client.”

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

How Kinetix Financial Planning bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Kinetix Financial Planning’s fees compare

• Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $800 is below the Texas median of $3,850. 7% of the 401 other Texas planners that publish a flat or project fee charge less.

About Kinetix Financial Planning

• Principal: Travis Gatzemeier
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 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

3% a year

Clients

44

Employees

1

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$13,166,774

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304351

Website

instagram.com/kinetixfp (opens in new tab)

Phone

(903) 388-5929

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

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