Kleinsmith Resource Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for these services is $250.”

Flat or project fee

$500⁠-⁠$10,000

“Form ADV 2A Version: 3/26/2026 3 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $10,000.”

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

How Kleinsmith Resource Management, LLC bills

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

• “Fees are paid quarterly in advance, and clients may terminate their contracts with thirty days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

How Kleinsmith Resource Management, LLC’s fees compare

• Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
• 3 of the 16 other planners in Bend that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Oregon median of $4,000. 62% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 7 of the 11 other planners in Bend that publish a flat or project fee charge less.

About Kleinsmith Resource Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

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

1.5% a year

Clients

37

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,327,438

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164545

Website

kleinsmithresource.com (opens in new tab)

Phone

(541) 480-8560

Other planners in Bend that publish fees

• 2260 WestBend$450/hr, $3,000
• Alongside Financial PartnersBend$15,000/yr
• Alpine Road FinancialBend$500/hr
• Aspire Wealth Advisors, LLCBend$250/hr
• Axia Wealth Management IncBend$350/hr, $5,000
• Axiom Wealth Strategies, LLCBend$150/hr, $5,000

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