Kith & Kin Wealth fees and pricing
Financial planner in Broadview Heights, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 7, 2026, Kith & Kin Wealth charges a monthly fee of $350 and an annual fee of $4,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $350/mo
“KKW imposes a minimum annual fee of $4,200 per household, billed monthly in arrears ($350 per month).”
- Annual fee
- $4,200/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kith & Kin Wealth 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.”
- “Because KKW bills all fees monthly in arrears and does not collect any fees in advance, no prepaid fees exist to be refunded upon termination.”
- “Upon termination, fees are prorated for the number of days during the final billing period in which services were provided.”
How Kith & Kin Wealth’s fees compare
- Its annual fee of $4,200 is below the Ohio median of $5,000. 39% of the 79 other Ohio planners that publish an annual fee charge less.
About Kith & Kin Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $4,200 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $20,242,500
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341864
- Phone
- (262) 490-4722
Other planners in Broadview Heights that publish fees
- CBS Funding, Inc.Broadview Heights$250/hr
- Cornerstone Asset Management Services, Inc.Broadview Heights$100-$300/hr, $100-$1,000/yr
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
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.