Klaren Capital fees and pricing
Financial planner in Waynesboro, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Klaren Capital charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Klaren Capital charges an hourly fee of $150 for financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Klaren Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee for portfolio management services is billed quarterly in advance based on the market value of the assets on the last day of the preceding quarter.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Klaren Capital sends the client an invoice showing the amount of the fee, the value of the client’s assets on which the fee is based, and the specific manner in which the fee was calculated.”
How Klaren Capital’s fees compare
- Its hourly rate of $150 is below the Virginia median of $260. 6% of the 203 other Virginia planners that publish an hourly rate charge less.
About Klaren Capital
“Financial planning services will typically involve providing a variety of services, principally advisory in nature, to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2009 (17 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% a year
- Clients
- 38
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $13,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151086
- Phone
- (540) 942-5626
Other planners in Virginia that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
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.