KMR Wealth Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“We provide non-discretionary investment advice with no trading for a fixed fee between $500 - $2000 or an hourly fee between $125-500.”

Flat or project fee

$500⁠-⁠$2,000

From the same sentence as above.

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

How KMR Wealth Advisory, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of KWAL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of KWAL's fees within five business days of signing the Financial Planning Agreement.”
• “Fees are paid in advance. 5 Payment of Fixed or Hourly Pension Consulting Services Fees Fixed pension consulting fees are paid via check.”

How KMR Wealth Advisory, LLC’s fees compare

• Its hourly rate of $125 is below the California median of $300. 2% of the 932 other California planners that publish an hourly rate charge less.
• None of the 4 other planners in San Luis Obispo that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,000 is below the California median of $5,000. 12% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in San Luis Obispo that publish a flat or project fee charge less.

About KMR Wealth Advisory, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 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

1.25% a year

Clients

98

Employees

1

Works with

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

Services reported to regulators

Financial planning, pension consulting, selecting other advisers, and other services

Assets managed

$65,716,048

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171327

Website

kmrwealthadvisory.com (opens in new tab)

Phone

(805) 546-9664

Other planners in San Luis Obispo that publish fees

• Aquila Wealth AdvisorsSan Luis ObispoUp to $36,000
• Burkart & Stevens Wealth ManagementSan Luis Obispo$250/hr, $2,000⁠-⁠$20,000/yr
• Cerro Pacific Wealth Advisors, LLCSan Luis Obispo$3,500
• Crew Wealth ManagementSan Luis Obispo$600/hr, $2,000⁠-⁠$3,300
• Elemental Wealth Advisors, LLCSan Luis Obispo$350/hr
• Madanat Financial ServicesSan Luis Obispo$1,000⁠-⁠$2,000

Compare all 14 planners in San Luis Obispo