Kirkwood Private, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400⁠-⁠$825/hr

“Kirkwood Private charges an hourly rate that generally ranges from approximately $400 to $825 per hour for hourly work.”

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

How Kirkwood Private, LLC bills

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

• “Kirkwood Private, LLC, Firm Brochure Deduction of Advisory Fees from Client Accounts Kirkwood Private bills all Clients quarterly, at the end of each quarter.”
• “Kirkwood Private may send invoices for hourly work monthly, quarterly or at the end of project, depending on the needs of the Client and the duration of the project.”
• “All fees are billed at the end of a billing period for hourly services provided during the preceding period.”

How Kirkwood Private, LLC’s fees compare

• Its hourly rate of $400-$825 is above the Maine median of $250. 100% of the 23 other Maine planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Scarborough that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Kirkwood Private, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2006 (20 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

13

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$53,180,391

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

139593

Phone

(207) 883-9813

Can advise clients in 2 states: Massachusetts, Maine

Other planners in Scarborough that publish fees

• Blue Point Financial, Inc.Scarborough$250/hr, $1,000/yr
• Educated Investors LLCScarborough$180/hr, $90/mo
• Ampersand Investment AdvisorsCamden$300/hr, $1,500⁠-⁠$7,500
• Bigelow Investment Advisors, LLCPortland$165/mo
• BirchbrookBangor$200/hr, $2,000
• Black Brook Financial PlanningGorham$150/hr

Compare all 4 planners in Scarborough