Kmi Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Family Conference $250 / hour Philanthropy Advisory:”

Annual fee

$1,000⁠-⁠$2,500/yr

“Company Retirement Plans, 401(k)s, SEP IRAs, 403(b)s, 457s starting at $500 Company Services, continued, non-advisory 50 basis points/yr Outside Asset Tracking $250 / review Initial Personal/Household Wealth Financial Plan (waived if AUM > $500,000) $2,500 / yr Personal/Household Wealth Financial Plan, continued…”

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

How Kmi Wealth Advisors bills

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

• “The wealth management fee will be prorated and based on the fair market value of portfolio assets under management, including cash and accrued interest and dividends, in the Account[s] on the close of the last day of the previous billing period.”
• “Fees are negotiable under certain circumstances at the sole discretion of KMI Wealth.”
• “Fees paid in advance will be refunded on a prorated basis for the period from the termination date through the end of the current billing period.”

How Kmi Wealth Advisors’ fees compare

• Its hourly rate of $250 is below the Nevada median of $300. 23% of the 64 other Nevada planners that publish an hourly rate charge less.
• 6 of the 21 other planners in Reno that publish an hourly rate charge less.
• Its annual fee of $1,000-$2,500 is below the Nevada median of $8,000. 6% of the 16 other Nevada planners that publish an annual fee charge less.
• None of the 4 other planners in Reno that publish an annual fee charge less.

About Kmi Wealth Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• 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

1.5% a year

Minimum

No minimum stated in brochure

Clients

186

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$54,880,405

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313218

Website

instagram.com/kmi_wealth_advisors (opens in new tab)

Phone

(775) 223-1484

Can advise clients in 2 states: California, Nevada

Other planners in Reno that publish fees

• Advowealth Advisors, LLCReno$350/hr, $750⁠-⁠$10,000
• Alchemy Wealth ManagementReno$350/hr, $5,000⁠-⁠$15,000
• Athena Wealth Management, LLCReno$500/hr, $1,000⁠-⁠$10,000
• Belpointe Asset Management LLCReno$500/hr
• Caskwise Capital IncReno$3,500⁠-⁠$15,000, $1,200/qtr
• Discretionary Inc.Reno$350/hr, $5,000

Compare all 36 planners in Reno