Kohr Investments 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.

Hourly rate

$350/hr

“An hourly fee of $350 per hour is charged by KOHR Investments for financial planning services under this arrangement.”

Flat or project fee

$350⁠-⁠$2,000

“The minimum fixed fee is generally $350, and the maximum fixed fee is generally no more than $2,000.”

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

How Kohr Investments bills

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

• “If fees are billed in advance fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
• “If asset management fees are charged in advance any prepaid, unearned fees will be promptly refunded by KOHR Investments to you.”

How Kohr Investments’ fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 7 other planners in Mission Viejo that publish an hourly rate charge less.
• Its flat or project fee of $350-$2,000 is below the California median of $5,000. 11% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 9 other planners in Mission Viejo that publish a flat or project fee charge less.

About Kohr Investments

• Firm size: 2 employees.
• Registered as an adviser: 2019 (7 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

2% a year

Clients

82

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$23,875,166

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305796

Website

KOHRfinancial.com (opens in new tab)

Phone

(949) 545-0229

Other planners in Mission Viejo that publish fees

• Bright Wealth Advisors, LLCMission Viejo$400/hr, $1,500⁠-⁠$6,000
• Castle FinancialMission Viejo$500⁠-⁠$3,500
• Di Bello FinancialMission Viejo$400/hr
• Downie Financial GroupMission Viejo$150⁠-⁠$500/hr, $250⁠-⁠$10,000
• Owens Investment Advisors LLCMission Viejo$250/hr, $2,500
• Portsalus Wealth ManagementMission Viejo$2,500⁠-⁠$7,500

Compare all 11 planners in Mission Viejo