Kopka Financial, LLC fees
Financial planner in Wilmington, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 22, 2026, Kopka Financial, LLC (Wilmington, NC) charges $300 an hour and a flat or project fee of $8,000-$14,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the North Carolina median of $300; 50% of the 100 other planners in North Carolina that publish an hourly rate charge less. 3 of the 5 other planners in Wilmington charge less.
“Our fixed fees range between $8,000 - $14,000 and our hourly fee is $300.”
- Flat or project fee
- $8,000-
$14,000 Above the North Carolina median of $5,000; 84% of the 86 other planners in North Carolina that publish a flat or project fee charge less. 3 of the 5 other planners in Wilmington charge less.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2018 (8 years)
How Kopka Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “The fee is negotiable depending upon the complexity and scope of the services rendered.”
- “If you have pre-paid financial planning fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 36
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $21.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 22, 2026
- CRD number
- 293234 (opens in new tab)
- Phone
- (910) 409-4430
Other planners in Wilmington that publish fees
- Rock Financial Planning, LLCWilmingtonHourly $200/hr
- Tilia Fiduciary Partners, Inc.WilmingtonHourly $275/hr, Flat from $10,000
- Ronald R Geiger LLCWilmingtonFlat $1,000-$5,000
- Live Oak Private Wealth, LLCWilmingtonHourly $250-$500/hr, Flat $500-$150,000
- Dovetail Financial Group LLCWilmingtonHourly $300/hr, Flat $2,500-$7,500
- Taylor Financial, LLCWilmingtonHourly $200/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.