Kolash Wealth Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$210/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $210.”

Flat or project fee

$200⁠-⁠$5,000

“7 Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $200 and $5,000.”

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

How Kolash Wealth Strategies, LLC bills

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

• “Fees are paid monthly in advance, and clients may terminate their contracts with thirty days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the month terminated.”

How Kolash Wealth Strategies, LLC’s fees compare

• Its hourly rate of $210 is below the Wisconsin median of $300. 18% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• None of the 6 other planners in Appleton that publish an hourly rate charge less.
• Its flat or project fee of $200-$5,000 spans the Wisconsin median of $3,000. 42% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Appleton that publish a flat or project fee charge less.

About Kolash Wealth Strategies, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2011 (15 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

1.5% a year

Clients

42

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$10,574,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158921

Website

kolashwealth.com (opens in new tab)

Phone

(920) 730-8040

Other planners in Appleton that publish fees

• Avaii Wealth Management, LLCAppleton$150⁠-⁠$300/hr, $5,000⁠-⁠$30,000/yr
• Gateway Wealth Partners, LLCAppleton$400/hr, $15,000
• Kom Wealth Management Group, LLCAppleton$125⁠-⁠$400/hr, $1,250⁠-⁠$14,000/yr
• Mcglone Suttner Wealth Management, Inc.Appleton$250/hr
• Professional Financial Management, Inc.Appleton$250/hr, $1,500
• Valkyrie FinancialAppleton$350/hr, $200⁠-⁠$700/mo

Compare all 17 planners in Appleton