Kinvest Capital Management, Inc. fees and pricing

Published fees

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

Hourly rate

$50⁠-⁠$500/hr

“The negotiated fixed rate for creating client financial plans is between $250 and $50,000. 5 Hourly Fees The negotiated hourly fee for these services is between $50 and $500.”

Flat or project fee

$250⁠-⁠$50,000

From the same sentence as above.

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How Kinvest Capital Management, Inc. bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of KCM's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Kinvest Capital Management, Inc.’s fees compare

• Its hourly rate of $50-$500 spans the New Jersey median of $300. 43% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$50,000 spans the New Jersey median of $5,000. 93% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Kinvest Capital Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2.99% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,279,259

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304080

Phone

(347) 296-6763

Can advise clients in 2 states: New Jersey, New York

Other planners in Millburn that publish fees

• Yin Financial PlanningMillburn$750⁠-⁠$7,500, $2,500⁠-⁠$10,000/yr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000

Compare all 417 planners in New Jersey