Kotini Capital Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In certain instances, we will charge an hourly fee of $300.”

Flat or project fee

$2,000⁠-⁠$5,000

“Kotini Capital Advisors ADV Part 2A July 14, 2026 Page 11 of 28 Financial Planning and/or Consulting Fees We provide comprehensive financial planning services for a fixed fee that ranges from $2,000 to $5,000 based upon the nature and complexity of the client’s circumstances.”

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

How Kotini Capital Advisors LLC bills

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

• “Fees are charged quarterly in arrears and are calculated based on the account value on the last business day of each calendar quarter.”
• “The fees shown above are annual fees and are negotiable at the Adviser’s discretion.”
• “We will send you an invoice detailing the fee calculation.”

How Kotini Capital Advisors LLC’s fees compare

• Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Glen Allen that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 spans the Virginia median of $4,250. 42% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Glen Allen that publish a flat or project fee charge less.

About Kotini Capital Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning

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

Minimum

No minimum stated in brochure

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342575

Phone

(804) 372-8307

Other planners in Glen Allen that publish fees

• BDC Capital Management, Inc.Glen Allen$250/hr
• Fatfire FinancialGlen Allen$250/hr, $1,000
• Kinloch Capital, LLCGlen Allen$250/hr
• The Main Street GroupGlen Allen$500⁠-⁠$5,000
• Vision Wealth Planning, LLCGlen Allen$250/hr, $1,500⁠-⁠$4,000
• Yes Life FinancialGlen Allen$25⁠-⁠$250/mo

Compare all 12 planners in Glen Allen