PlannerFees

Ko Financial fees and pricing

Financial planner in Leesburg, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, Ko Financial charges $300 an hour and a flat or project fee of $1,200⁠-⁠$2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Services provided Fee Hourly Financial Advice $300 per hour Specific Financial Planning $1,200 Comprehensive Financial Planning $2,000 The fees shown above are the minimum for financial plans, but this minimum may be negotiable depending upon the nature and complexity of the client's circumstances.”
Flat or project fee
$1,200⁠-⁠$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 Ko Financial bills

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

  • “Should a client terminate prior to the end of a quarter, we will make a prorated refund to the client.”
  • “We will require written notice of termination in order to process a prorated refund.”
  • “Fees shall be accrued and paid quarterly (“Billing Period”) by the Plan in in advance.”

How Ko Financial’s fees compare

  • Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
  • 2 of the 3 other planners in Leesburg that publish an hourly rate charge less.
  • Its flat or project fee of $1,200-$2,000 is below the Virginia median of $4,250. 20% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • None of the 3 other planners in Leesburg that publish a flat or project fee charge less.

About Ko Financial

“Financial offers asset management, financial planning and consulting services, with an emphasis on building portfolios designed to meet the needs of our clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Insurance analysis

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
65
Employees
1
Works with
Individuals and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$19,257,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
309172
Website
ko.financial (opens in new tab)
Phone
(703) 727-1111

Other planners in Leesburg that publish fees

Compare all 8 planners in Leesburg

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.