Kom Wealth Management Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$400/hr

“Our financial planning and consulting fees are negotiable, but generally range from $1,250 to $14,000 annually on a fixed fee basis and/or from $125 to $400 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

Annual fee

$1,250⁠-⁠$14,000/yr

From the same sentence as above.

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

How Kom Wealth Management Group, LLC bills

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

• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon financial planning or consulting services.”
• “If termination occurs within five business days of entering into an agreement for such services, the client will be entitled to a full refund.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Kom Wealth Management Group, LLC’s fees compare

• Its hourly rate of $125-$400 spans the Wisconsin median of $300. 44% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 4 of the 6 other planners in Appleton that publish an hourly rate charge less.
• Its annual fee of $1,250-$14,000 spans the Wisconsin median of $5,000. 72% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Kom Wealth Management Group, LLC

• Firm size: 7 employees.
• Registered as an adviser: 2007 (19 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

567

Employees

7

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and newsletters and publications

Assets managed

$407,783,808

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

142682

Website

onekom.com (opens in new tab)

Phone

(920) 733-3865

Can advise clients in 6 states: Florida, Illinois, Michigan, Minnesota, Texas, Wisconsin

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
• Kolash Wealth Strategies, LLCAppleton$210/hr, $200⁠-⁠$5,000
• 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