Kommon Wealth, LLC fees and pricing
Financial planner in Roanoke, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Kommon Wealth, LLC charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“Advisor charges a flat fee within the general range of $1,000 to $5,000 per plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kommon Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the agreement is terminated before the end of the billing period, client is entitled to a pro-rated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”
- “Upon termination, any prepaid fees will be prorated and refunded to the client based on the number of days remaining in the billing period, as required by Virginia regulations.”
How Kommon Wealth, LLC’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the Virginia median of $4,250. 37% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Roanoke that publish a flat or project fee charge less.
About Kommon Wealth, LLC
“Montgomery (“Kris”), a registered investment advisor representative, founded Kommon Wealth, LLC to provide comprehensive financial planning and investment advisory services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337483
- Phone
- (540) 397-3335
Other planners in Roanoke that publish fees
- American Financial Planning, Inc.Roanoke$215/hr, $2,450
- Greenbrier FinancialRoanoke$300/hr, $2,500-$30,000
- Monsour Advisory Services, Inc.Roanoke$250/hr, $30,000
- Og Advisory Group, LLCRoanoke$300-$1,200
- Peakvalley Wealth, LLCRoanoke$250/hr
- Waynefirebaugh, Inc.Roanoke$500/hr
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.