Kirtland Financial Management, Inc. fees and pricing

Financial planner in Coral Gables, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Kirtland Financial Management, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “KFM’s financial planning services are offered at $250 per hour.”

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

“The entire fee will be due upon completion of the plan.”
“After the financial plan has been completed and presented to the client, a refund will not be made.”
“Billing Advisory fees will be charged quarterly in advance, based upon the total asset value of client’s account at the end of each quarter, and, in certain circumstances, adjusted for cash inflows and outflows throughout the quarter.”

Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 7 other planners in Coral Gables that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 201
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $396,123,255
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 131138
Website: kirtlandfinancial.com (opens in new tab)
Phone: (305) 648-0006

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