Kingsmark Private Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly rates will generally not exceed $300 per hour while fixed fees generally do not exceed $10,000.”

Flat or project fee

$250

“There is a minimum fee of $250 for a financial plan charged as a fixed fee.”

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

How Kingsmark Private Financial Advisors, LLC bills

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

• “Full financial plans are usually billed as a fixed fee, although clients can request an hourly rate instead.”
• “Modular (segmented) plans are usually billed at an hourly rate, but the client can also request a fixed fee rate instead.”
• “Hourly fees are generally billed in 5-minute increments at a rate up to $300 per hour.”

How Kingsmark Private Financial Advisors, LLC’s fees compare

• Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the Georgia median of $5,000. None of the 152 other Georgia planners that publish a flat or project fee charge less.

About Kingsmark Private Financial Advisors, LLC

• Firm size: 9 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2008 (18 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

416

Employees

9

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 selecting other advisers

Assets managed

$406,493,241

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146655

Website

linkedin.com/company/3730554 (opens in new tab)

Phone

(229) 439-2348

Can advise clients in 8 states: Alabama, Florida, Georgia, Louisiana, North Carolina, South Carolina, Tennessee, Texas

Other planners in Georgia that publish fees

• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia