Kingsbury Financial Management, Inc. fees and pricing
Financial planner in Seabrook, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Kingsbury Financial Management, Inc. charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Hourly advisory services are typically charged at a rate of $150 per hour for our typical advisory services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kingsbury Financial Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Specific projects may be negotiated on a contract basis with the fees negotiable and commensurate with the scope and depth of the work.”
How Kingsbury Financial Management, Inc.’s fees compare
- Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
About Kingsbury Financial Management, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6,098,417
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114492
- Phone
- (281) 980-6700
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
Is something on this page wrong or out of date?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.