Kneale JR, Kenneth Alan fees and pricing
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 29, 2026, Kneale JR, Kenneth Alan charges $250 an hour and a quarterly fee of $400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $250.00 per hour.”
- Quarterly fee
- $400/qtr
“Maintenance - Financial Wellness Plan Financial Wellness Plan service will incur an ongoing fee that is paid quarterly in arrears, at the rate of $400.00 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kneale JR, Kenneth Alan bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may pay by check, Venmo or electronic bank transfer .”
- “The fee may be negotiable in certain cases.”
- “Clients may pay by check, Venmo or electronic bank transfer.”
How Kneale JR, Kenneth Alan’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Kneale JR, Kenneth Alan
“Standard = Financial Check Up Plan The Standard Financial Check Up Plan is a detailed financial planning assessment of a client’s current financial situation with a focus on near term as well as stated client goals, and is typically geared towards clients who are five or more years away from retirement.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Social Security
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 38
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327149
- Phone
- (619) 952-4650
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.