KLK Capital Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“KLK charges a fixed fee of $500 for financial planning.”

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

How KLK Capital Wealth Advisors LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the - 2- previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial plans are due upon delivery of the completed plan.”

How KLK Capital Wealth Advisors LLC’s fees compare

• Its flat or project fee of $500 is below the Louisiana median of $3,250. 3% of the 40 other Louisiana planners that publish a flat or project fee charge less.

About KLK Capital Wealth Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2020 (6 years).

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

Clients

105

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$25,065,206

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310711

Phone

(816) 304-0667

Other planners in Abita Springs that publish fees

• Common Cents Financial PlanningAbita Springs$250/hr
• A.b. Ridgeway Wealth Management LLCLafayette$1,000⁠-⁠$2,500, $97⁠-⁠$833/mo
• Adkins Seale Capital Management LLCShreveport$250⁠-⁠$500/hr, $1,500⁠-⁠$5,500
• Advocacy Financial LLCCovington$250/hr, $1,000⁠-⁠$10,000
• Argent Advisors, Inc.Ruston$150/hr, $1,000⁠-⁠$5,000
• Avant Capital, LLCLafayette$200/hr, $1,500

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