PlannerFees

Kinson Wealth Group LLC fees and pricing

Financial planner in Louisville, Kentucky. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Kinson Wealth Group LLC charges $300⁠-⁠$700 an hour, a flat or project fee of $2,400⁠-⁠$30,000, a monthly fee of $200⁠-⁠$2,500, and a quarterly fee of $600⁠-⁠$7,500 for financial planning.

Published fees

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

Hourly rate
$300⁠-⁠$700/hr
“Our hourly rate ranges between $300 to $700.”
Flat or project fee
$2,400⁠-⁠$30,000
“Fixed fee rates range between $2,400 to $30,000.”
Monthly fee
$200⁠-⁠$2,500/mo
“Fees are paid monthly or quarterly in advance, ranging from $200 to $2,500 per month or $600 to $7,500 per quarter for fixed fee engagements, or monthly or quarterly in arrears ranging from $300 to $700 for hourly engagements.”
Quarterly fee
$600⁠-⁠$7,500/qtr

From the same sentence as above.

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

How Kinson Wealth Group LLC bills

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

  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods, based on the number of days in which services were provided.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. 10 KWG collects an initial fee, no greater than $2,500.”

How Kinson Wealth Group LLC’s fees compare

  • Its hourly rate of $300-$700 is above the Kentucky median of $250. 97% of the 36 other Kentucky planners that publish an hourly rate charge less.
  • 10 of the 10 other planners in Louisville that publish an hourly rate charge less.
  • Its flat or project fee of $2,400-$30,000 spans the Kentucky median of $3,000. 91% of the 33 other Kentucky planners that publish a flat or project fee charge less.
  • 7 of the 10 other planners in Louisville that publish a flat or project fee charge less.

About Kinson Wealth Group LLC

“We offer investment management and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jeremy Atkinson
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
1.5% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed
$776,883
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
330141
Website
kinsonwealth.com (opens in new tab)
Phone
(502) 612-0052

Other planners in Louisville that publish fees

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