Kingstone Capital Partners Texas, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“Generally, rates range from $500 – $10,000 on a fixed fee basis, or from $250 – $350 on an hourly rate basis.”

Flat or project fee

$500⁠-⁠$10,000

From the same sentence as above.

Annual fee

$4,000⁠-⁠$10,000/yr

“Generally, rates 7 Kingstone Capital Partners Texas, LLC Form ADV Part 2A April 7, 2026 range from $4,000 – $10,000 per annum.”

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

How Kingstone Capital Partners Texas, LLC bills

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

• “Fees are negotiable under certain circumstances at the sole discretion of KCP.”
• “An invoice for services is issued on completion of the written analysis, which is payable upon receipt.”
• “At the time of termination, any prepaid fees will be prorated based on the amount of work completed by the Firm as of the date the notice of termination is received, and any unearned fees will be returned to the Client.”

How Kingstone Capital Partners Texas, LLC’s fees compare

• Its hourly rate of $250-$350 spans the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 4 of the 10 other planners in Frisco that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Texas median of $3,850. 59% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 7 other planners in Frisco that publish a flat or project fee charge less.
• Its annual fee of $4,000-$10,000 spans the Texas median of $6,000. 54% of the 106 other Texas planners that publish an annual fee charge less.
• 4 of the 4 other planners in Frisco that publish an annual fee charge less.

About Kingstone Capital Partners Texas, LLC

• Firm size: 8 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 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

187

Employees

8

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$182,298,168

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281593

Website

kingstonecapitalpartners.com (opens in new tab)

Phone

(866) 361-1600

Can advise clients in 7 states: California, Colorado, Minnesota, New Hampshire, Texas, Washington, Wisconsin

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