Konnect Health and Wealth fees and pricing
Financial planner in New Braunfels, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Konnect Health and Wealth charges $200 an hour and a flat or project fee of $1,000-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Type of Service Fee Hourly Planning $200 / hour Isolated/Goal Based Financial Plan $1,000 Flat Fee Comprehensive Financial Plan $3,500 Flat Fee Fees are negotiable and may be discounted based upon other services we may provide for you such as asset management services.”
- Flat or project fee
- $1,000-$3,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Konnect Health and Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
- “Hourly fees, project fees and retainer fees are charged in advance and are non-refundable.”
- “The fee may be billed to each individual account or the total billed to one selected Client account based on arrangements you have made with us.”
How Konnect Health and Wealth’s fees compare
- Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 3 other planners in New Braunfels that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$3,500 is below the Texas median of $3,850. 24% of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 4 other planners in New Braunfels that publish a flat or project fee charge less.
About Konnect Health and Wealth
“Konnect offers investment advice and financial planning services to clients. We provide portfolio management and financial planning services to individuals, high net worth individuals, trusts, estates, and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- 1.25% a year
- Clients
- 69
- 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
- $52,950,636
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166933
- Phone
- (832) 871-3172
Other planners in New Braunfels that publish fees
- Christian Financial AdvisorsNew Braunfels$350/hr
- Comal Wealth ManagementNew Braunfels$3,600-$50,000, $600-$12,500/qtr
- Force Acres, LLCNew Braunfels$2,000-$10,000, $250-$1,000/qtr
- Fruit of the Vine Financial, LLCNew Braunfels$300/hr, $6,000
- Vestted Wealth AdvisorsNew Braunfels$300-$500/hr, $10,000-$20,000
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.