KLD Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$194/hr

“Our hourly rate is $194.90.”

Flat or project fee

$500⁠-⁠$15,000

“Fixed fee rates range between $500 to $15,000.”

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

How KLD Wealth Management bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated by the number of days the account is under our management for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in arrears, ranging from $50 to $1,000.”

How KLD Wealth Management’s fees compare

• Its hourly rate of $194 is below the Ohio median of $250. 22% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Ohio median of $3,250. 83% of the 199 other Ohio planners that publish a flat or project fee charge less.

About KLD Wealth Management

• Principal: David Wiedmeyer
• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

23

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$8,600,892

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330287

Website

instagram.com/kldwealth (opens in new tab)

Phone

(937) 404-5180

Can advise clients in 2 states: Kentucky, Ohio

Other planners in Lebanon that publish fees

• Spillane Financial Planning, Inc.Lebanon$200/hr
• 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
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

Compare all 564 planners in Ohio