Kinstead Wealth Management LLC fees
Financial planner in Santa Rosa, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 29, 2026, Kinstead Wealth Management LLC (Santa Rosa, CA) charges $200 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 29, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the California median of $300; 8% of the 524 other planners in California that publish an hourly rate charge less. None of the 4 other planners in Santa Rosa charge less.
“Financial Planning and Consulting Kinstead charges an hourly rate of $200 for financial planning.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
- Registered since
- 2026
How Kinstead Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the assets managed as of the last business day of the prior quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated according to the days services were provided during the period.”
- “Fees for financial plans are due upon delivery of the completed plan.”
About Kinstead Wealth Management LLC
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 29, 2026
- CRD number
- 342956 (opens in new tab)
- Phone
- (714) 489-7002
Other planners in Santa Rosa that publish fees
- Acorn Financial PlanningSanta RosaFlat $1,000-$5,000
- Clifford Financial Planning, Inc.Santa RosaHourly $250/hr, Annual $5,000-$10,000/yr
- Miles Brown Asset ManagementSanta RosaHourly $300-$500/hr, Flat from $1,500
- Polymita Wealth Management LLCSanta RosaFlat $2,500-$5,000, Monthly $250-$400/mo
- Swad Wealth Management LLCSanta RosaHourly $500/hr, Flat $2,000-$20,000
- Trusted Path Wealth Management, LLCSanta RosaHourly $300/hr, Flat $3,600-$10,500
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.